ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 139 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $36,000 | -73.7% | 629 | -74.8% | 0.01% | -75.0% |
| Q2 2020 | $137,000 | +11.4% | 2,497 | -3.8% | 0.02% | -20.0% |
| Q1 2020 | $123,000 | -18.5% | 2,596 | 0.0% | 0.02% | -3.8% |
| Q4 2019 | $151,000 | +0.7% | 2,596 | -5.0% | 0.03% | -10.3% |
| Q3 2019 | $150,000 | +1.4% | 2,734 | +1.3% | 0.03% | -6.5% |
| Q2 2019 | $148,000 | +2.8% | 2,698 | -0.1% | 0.03% | +3.3% |
| Q1 2019 | $144,000 | +9.9% | 2,701 | 0.0% | 0.03% | -6.2% |
| Q4 2018 | $131,000 | -16.0% | 2,701 | -5.1% | 0.03% | +10.3% |
| Q3 2018 | $156,000 | +14.7% | 2,846 | +11.3% | 0.03% | +7.4% |
| Q2 2018 | $136,000 | – | 2,556 | – | 0.03% | – |
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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% |