ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 38 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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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% |