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 | 47,414 | $2,840,000 | 3.06% |
| Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
| Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
| Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
| Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
| Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
| LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
| Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |