ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 100 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,528 | -4.3% | 5,332 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $353,725 | +5.4% | 5,332 | +1.0% | 0.03% | -3.0% |
| Q1 2023 | $335,692 | +7.6% | 5,279 | -6.1% | 0.03% | -5.7% |
| Q3 2022 | $312,000 | -7.4% | 5,624 | +0.1% | 0.04% | -5.4% |
| Q2 2022 | $337,000 | -12.9% | 5,621 | +0.0% | 0.04% | -2.6% |
| Q1 2022 | $387,000 | -6.1% | 5,620 | -0.2% | 0.04% | -2.6% |
| Q4 2021 | $412,000 | +4.8% | 5,632 | +0.1% | 0.04% | -7.1% |
| Q3 2021 | $393,000 | -3.9% | 5,624 | -2.9% | 0.04% | -2.3% |
| Q2 2021 | $409,000 | +5.7% | 5,790 | +0.0% | 0.04% | -6.5% |
| Q1 2021 | $387,000 | -39.0% | 5,789 | -41.4% | 0.05% | -42.5% |
| Q4 2020 | $634,000 | -25.0% | 9,882 | -32.2% | 0.08% | -36.0% |
| Q3 2020 | $845,000 | +0.6% | 14,574 | -4.8% | 0.12% | -8.1% |
| Q2 2020 | $840,000 | +1.7% | 15,308 | -12.0% | 0.14% | -14.5% |
| Q1 2020 | $826,000 | -26.9% | 17,404 | -10.7% | 0.16% | -13.1% |
| Q4 2019 | $1,130,000 | +10.8% | 19,485 | +4.9% | 0.18% | +1.7% |
| Q3 2019 | $1,020,000 | +21.9% | 18,575 | +22.8% | 0.18% | +20.0% |
| Q2 2019 | $837,000 | -31.2% | 15,127 | +0.1% | 0.15% | +1.4% |
| Q1 2019 | $1,217,000 | +36.9% | 15,106 | -17.4% | 0.15% | -22.1% |
| Q4 2018 | $889,000 | -91.0% | 18,280 | -96.6% | 0.19% | +53.2% |
| Q3 2018 | $9,888,000 | -47.8% | 531,282 | -47.4% | 0.12% | -42.1% |
| Q2 2018 | $18,960,000 | +2772.7% | 1,009,610 | +7938.9% | 0.21% | +69.8% |
| Q1 2018 | $660,000 | +17.6% | 12,559 | +23.3% | 0.13% | +20.0% |
| Q4 2017 | $561,000 | +4.3% | 10,186 | +1.6% | 0.10% | -5.4% |
| Q3 2017 | $538,000 | +11.2% | 10,028 | +6.5% | 0.11% | +1.8% |
| Q2 2017 | $484,000 | +10.0% | 9,412 | +5.8% | 0.11% | 0.0% |
| Q1 2017 | $440,000 | – | 8,892 | – | 0.11% | – |
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% |