ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 54 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,174 | -4.3% | 176 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,676 | +4.3% | 176 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,192 | +6.4% | 176 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,516 | +5.2% | 176 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -9.1% | 176 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -62.1% | 176 | -58.1% | 0.00% | -50.0% |
| Q1 2022 | $29,000 | -6.5% | 420 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $31,000 | +6.9% | 420 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | -3.3% | 420 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | +7.1% | 420 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | -42.9% | 420 | -44.6% | 0.00% | -50.0% |
| Q4 2020 | $49,000 | +11.4% | 758 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $44,000 | +4.8% | 758 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $42,000 | +16.7% | 758 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $36,000 | -18.2% | 758 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $44,000 | +4.8% | 758 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $42,000 | 0.0% | 758 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $42,000 | -6.7% | 758 | -10.4% | 0.01% | -11.1% |
| Q1 2019 | $45,000 | +9.8% | 846 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $41,000 | -10.9% | 846 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $46,000 | -22.0% | 846 | -22.8% | 0.01% | -25.0% |
| Q2 2018 | $59,000 | 0.0% | 1,096 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $59,000 | -19.2% | 1,096 | -17.2% | 0.01% | -17.6% |
| Q4 2017 | $73,000 | +4.3% | 1,324 | 0.0% | 0.02% | -5.6% |
| Q3 2017 | $70,000 | +1.4% | 1,324 | 0.0% | 0.02% | -5.3% |
| Q2 2017 | $69,000 | +4.5% | 1,324 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $66,000 | +3.1% | 1,324 | -2.9% | 0.02% | -9.5% |
| Q4 2016 | $64,000 | -1.5% | 1,364 | 0.0% | 0.02% | -8.7% |
| Q3 2016 | $65,000 | -57.0% | 1,364 | -58.5% | 0.02% | -58.9% |
| Q2 2016 | $151,000 | +1.3% | 3,284 | 0.0% | 0.06% | -6.7% |
| Q1 2016 | $149,000 | +1.4% | 3,284 | 0.0% | 0.06% | -1.6% |
| Q4 2015 | $147,000 | -22.2% | 3,284 | -24.1% | 0.06% | -38.4% |
| Q3 2015 | $189,000 | -15.2% | 4,326 | -8.3% | 0.10% | -6.6% |
| Q2 2015 | $223,000 | -11.9% | 4,719 | -10.3% | 0.11% | -9.4% |
| Q1 2015 | $253,000 | +22.2% | 5,259 | +17.5% | 0.12% | +9.3% |
| Q4 2014 | $207,000 | -1.4% | 4,475 | 0.0% | 0.11% | -13.0% |
| Q3 2014 | $210,000 | -0.5% | 4,475 | 0.0% | 0.12% | -3.9% |
| Q2 2014 | $211,000 | +29.4% | 4,475 | +24.4% | 0.13% | +19.6% |
| Q1 2014 | $163,000 | -22.4% | 3,597 | -23.5% | 0.11% | -27.7% |
| Q4 2013 | $210,000 | – | 4,704 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waterloo Capital, L.P. | 232,378 | $14,753,684 | 4.33% |
| Fort Henry Capital, LLC | 49,682 | $3,154,310 | 2.70% |
| Consilium Wealth Advisory, LLC | 54,792 | $3,478,734 | 2.44% |
| Archvest Wealth Advisors, Inc. | 83,934 | $5,444,680 | 2.22% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 77,304 | $4,908,046 | 1.77% |
| UNIQUE WEALTH, LLC | 66,436 | $4,218,009 | 1.76% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,648 | $7,152,005 | 1.40% |
| Weaver Consulting Group | 36,653 | $2,327,119 | 1.05% |
| Buttonwood Financial Group, LLC | 23,079 | $1,419,587 | 1.04% |
| LBMC INVESTMENT ADVISORS, LLC | 141,404 | $8,785,460 | 0.94% |