ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 146 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,898 | -4.3% | 3,432 | 0.0% | 0.05% | -2.1% |
| Q2 2023 | $227,679 | +4.3% | 3,432 | 0.0% | 0.05% | -2.1% |
| Q1 2023 | $218,241 | -0.8% | 3,432 | +7.8% | 0.05% | +6.7% |
| Q1 2022 | $220,000 | -5.2% | 3,185 | 0.0% | 0.04% | -6.2% |
| Q4 2021 | $232,000 | +4.5% | 3,185 | 0.0% | 0.05% | -4.0% |
| Q3 2021 | $222,000 | -0.4% | 3,185 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $223,000 | +4.7% | 3,185 | 0.0% | 0.05% | -3.8% |
| Q1 2021 | $213,000 | +4.4% | 3,185 | -9.4% | 0.05% | -20.0% |
| Q4 2019 | $204,000 | -5.1% | 3,516 | -19.9% | 0.06% | -26.1% |
| Q4 2018 | $215,000 | -10.4% | 4,391 | 0.0% | 0.09% | +3.5% |
| Q3 2018 | $240,000 | +2.6% | 4,391 | 0.0% | 0.08% | -1.2% |
| Q2 2018 | $234,000 | -0.8% | 4,391 | 0.0% | 0.09% | -2.3% |
| Q1 2018 | $236,000 | -0.8% | 4,391 | 0.0% | 0.09% | +1.1% |
| Q4 2017 | $238,000 | +1.3% | 4,391 | 0.0% | 0.09% | -7.4% |
| Q3 2017 | $235,000 | +3.5% | 4,391 | -0.0% | 0.09% | -6.0% |
| Q2 2017 | $227,000 | +2.7% | 4,392 | -5.3% | 0.10% | +11.1% |
| Q4 2016 | $221,000 | +0.5% | 4,640 | +0.0% | 0.09% | -9.1% |
| Q3 2016 | $220,000 | +3.3% | 4,639 | 0.0% | 0.10% | +11.2% |
| Q2 2016 | $213,000 | +1.4% | 4,639 | +0.1% | 0.09% | -34.1% |
| Q1 2016 | $210,000 | +1.0% | 4,636 | +0.0% | 0.14% | +53.4% |
| Q4 2015 | $208,000 | – | 4,635 | – | 0.09% | – |
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% |