ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 156 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $223,000 | -7.9% | 4,594 | +3.8% | 0.17% | +4.2% |
| Q3 2018 | $242,000 | +2.5% | 4,424 | 0.0% | 0.16% | -3.5% |
| Q2 2018 | $236,000 | -0.4% | 4,424 | 0.0% | 0.17% | -3.9% |
| Q1 2018 | $237,000 | +14.5% | 4,424 | +14.9% | 0.18% | +12.7% |
| Q4 2017 | $207,000 | 0.0% | 3,849 | -0.3% | 0.16% | -11.2% |
| Q3 2017 | $207,000 | +1.5% | 3,859 | -1.9% | 0.18% | +1.7% |
| Q2 2017 | $204,000 | +72.9% | 3,934 | +58.6% | 0.18% | +98.9% |
| Q2 2015 | $118,000 | +181.0% | 2,480 | +178.7% | 0.09% | +193.3% |
| Q1 2015 | $42,000 | +100.0% | 890 | +97.8% | 0.03% | +114.3% |
| Q4 2014 | $21,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $21,000 | – | 450 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
| MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
| Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
| PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
| Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
| LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
| Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
| Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
| Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |