ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 81 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $301,000 | -79.0% | 6,350 | -74.3% | 0.06% | -75.3% |
| Q4 2019 | $1,432,000 | +0.6% | 24,683 | -4.8% | 0.23% | +1.3% |
| Q3 2019 | $1,424,000 | +15.5% | 25,923 | +15.9% | 0.23% | +8.1% |
| Q2 2019 | $1,233,000 | +8.6% | 22,359 | +5.4% | 0.21% | -3.7% |
| Q1 2019 | $1,135,000 | +18.1% | 21,214 | +7.2% | 0.22% | -2.2% |
| Q4 2018 | $961,000 | +22.0% | 19,794 | +37.3% | 0.22% | +28.7% |
| Q3 2018 | $788,000 | +2.9% | 14,419 | +0.5% | 0.17% | -2.8% |
| Q2 2018 | $766,000 | +3.0% | 14,345 | +3.1% | 0.18% | -2.2% |
| Q1 2018 | $744,000 | +9.4% | 13,909 | +10.2% | 0.18% | +1.7% |
| Q4 2017 | $680,000 | +9.7% | 12,625 | +9.0% | 0.18% | -0.6% |
| Q3 2017 | $620,000 | +7.3% | 11,579 | +3.8% | 0.18% | -1.1% |
| Q2 2017 | $578,000 | +4.3% | 11,152 | +0.5% | 0.18% | -3.2% |
| Q1 2017 | $554,000 | -25.4% | 11,097 | -29.5% | 0.19% | -40.4% |
| Q4 2016 | $743,000 | -99.9% | 15,737 | +47.7% | 0.32% | +12.8% |
| Q3 2016 | $505,995,000 | +103164.3% | 10,657 | -0.2% | 0.28% | -6.0% |
| Q2 2016 | $490,000 | +2.3% | 10,677 | +0.9% | 0.30% | -39.0% |
| Q1 2016 | $479,000 | -16.7% | 10,580 | -17.5% | 0.49% | -24.3% |
| Q4 2015 | $575,000 | – | 12,827 | – | 0.65% | – |
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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% |