ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 160 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $927,000 | -0.6% | 12,727 | -4.4% | 0.33% | -7.8% |
| Q3 2021 | $933,000 | -3.4% | 13,310 | -1.8% | 0.36% | -3.5% |
| Q2 2021 | $966,000 | +3.5% | 13,549 | -2.8% | 0.37% | -3.1% |
| Q1 2021 | $933,000 | -2.5% | 13,946 | -6.5% | 0.38% | -7.9% |
| Q4 2020 | $957,000 | -10.8% | 14,915 | -19.4% | 0.42% | -26.2% |
| Q3 2020 | $1,073,000 | +8.5% | 18,497 | -11.2% | 0.56% | -17.4% |
| Q1 2020 | $989,000 | -27.3% | 20,840 | -11.1% | 0.68% | -7.1% |
| Q4 2019 | $1,360,000 | +3.9% | 23,448 | -1.6% | 0.74% | -2.8% |
| Q3 2019 | $1,309,000 | +0.2% | 23,831 | +0.7% | 0.76% | -10.2% |
| Q2 2019 | $1,306,000 | +17.7% | 23,672 | +3.5% | 0.84% | -1.4% |
| Q4 2018 | $1,110,000 | -13.6% | 22,872 | -2.7% | 0.86% | -13.6% |
| Q3 2018 | $1,284,000 | -2.1% | 23,498 | -4.3% | 0.99% | -15.4% |
| Q2 2018 | $1,312,000 | -5.3% | 24,566 | -5.2% | 1.17% | -2.5% |
| Q1 2018 | $1,386,000 | +8.5% | 25,900 | +9.3% | 1.20% | -0.2% |
| Q4 2017 | $1,277,000 | – | 23,694 | – | 1.20% | – |
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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% |