ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 1 filers reported holding ISHARES TR in Q4 2010. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2013 | $459,000 | +8.5% | 10,288 | +2.1% | 0.41% | +9.9% |
Q3 2013 | $423,000 | +9.3% | 10,076 | +4.1% | 0.38% | -4.6% |
Q2 2013 | $387,000 | +27.7% | 9,675 | +27.0% | 0.39% | +26.8% |
Q1 2013 | $303,000 | +28.4% | 7,618 | +20.0% | 0.31% | +15.2% |
Q4 2012 | $236,000 | -6.7% | 6,349 | -8.0% | 0.27% | +5.9% |
Q3 2012 | $253,000 | +1.6% | 6,904 | -3.3% | 0.25% | -29.4% |
Q2 2012 | $249,000 | +7.8% | 7,137 | +12.8% | 0.36% | +29.5% |
Q1 2012 | $231,000 | -5.7% | 6,329 | -14.5% | 0.28% | -42.0% |
Q4 2011 | $245,000 | -20.7% | 7,403 | -27.1% | 0.48% | +43.4% |
Q3 2011 | $309,000 | -14.2% | 10,159 | +1.2% | 0.33% | +40.9% |
Q2 2011 | $360,000 | +27.2% | 10,039 | +27.6% | 0.24% | +50.0% |
Q1 2011 | $283,000 | +36.7% | 7,869 | +30.8% | 0.16% | +3.3% |
Q4 2010 | $207,000 | – | 6,017 | – | 0.15% | – |
Download |
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% |