ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 149 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $252,000 | -18.2% | 5,311 | 0.0% | 0.17% | -23.3% |
| Q4 2019 | $308,000 | +5.5% | 5,311 | 0.0% | 0.22% | -8.6% |
| Q3 2019 | $292,000 | -0.3% | 5,311 | 0.0% | 0.24% | -2.0% |
| Q2 2019 | $293,000 | -29.4% | 5,311 | -31.5% | 0.25% | -33.4% |
| Q1 2019 | $415,000 | +10.1% | 7,755 | 0.0% | 0.37% | +9.0% |
| Q4 2018 | $377,000 | – | 7,755 | – | 0.34% | – |
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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% |