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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $264,000 | -1.5% | 4,780 | -4.6% | 0.05% | -4.0% |
| Q1 2019 | $268,000 | -11.6% | 5,011 | -19.6% | 0.05% | -24.2% |
| Q4 2018 | $303,000 | +15.2% | 6,233 | +29.5% | 0.07% | +29.4% |
| Q3 2018 | $263,000 | -65.9% | 4,814 | -66.7% | 0.05% | -67.7% |
| Q2 2018 | $772,000 | +4.9% | 14,465 | +5.1% | 0.16% | +3.9% |
| Q1 2018 | $736,000 | +14.5% | 13,766 | +15.3% | 0.15% | +7.8% |
| Q4 2017 | $643,000 | +2.9% | 11,938 | +2.7% | 0.14% | -3.4% |
| Q3 2017 | $625,000 | +40.4% | 11,629 | +34.1% | 0.15% | +28.1% |
| Q2 2017 | $445,000 | +23.3% | 8,672 | +19.3% | 0.11% | +15.2% |
| Q1 2017 | $361,000 | – | 7,271 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |