ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 44 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $233,000 | -53.9% | 4,663 | -56.4% | 0.01% | -50.0% |
| Q4 2016 | $505,000 | -28.7% | 10,691 | -28.3% | 0.01% | -29.4% |
| Q3 2016 | $708,000 | -51.2% | 14,903 | -52.9% | 0.02% | -43.3% |
| Q2 2016 | $1,452,000 | +44.8% | 31,645 | +43.0% | 0.03% | +7.1% |
| Q1 2016 | $1,003,000 | +49.7% | 22,135 | +48.1% | 0.03% | +154.5% |
| Q4 2015 | $670,000 | -9.8% | 14,947 | -8.4% | 0.01% | -21.4% |
| Q3 2014 | $743,000 | +36.1% | 16,312 | +40.9% | 0.01% | +75.0% |
| Q2 2014 | $546,000 | -53.2% | 11,575 | -55.0% | 0.01% | -46.7% |
| Q1 2014 | $1,166,000 | -10.7% | 25,699 | -12.2% | 0.02% | +7.1% |
| Q4 2013 | $1,306,000 | -10.8% | 29,269 | -16.2% | 0.01% | -26.3% |
| Q3 2013 | $1,464,000 | – | 34,937 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |