ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 133 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $290,000 | -6.8% | 5,286 | -6.3% | 0.17% | -5.6% |
| Q2 2019 | $311,000 | -21.5% | 5,643 | -23.8% | 0.18% | -26.2% |
| Q1 2019 | $396,000 | -1.0% | 7,404 | -10.2% | 0.24% | -20.3% |
| Q4 2018 | $400,000 | -10.9% | 8,243 | +0.3% | 0.30% | -0.3% |
| Q3 2018 | $449,000 | -10.6% | 8,217 | -12.6% | 0.30% | -13.5% |
| Q2 2018 | $502,000 | -7.4% | 9,406 | -7.1% | 0.35% | -12.8% |
| Q1 2018 | $542,000 | +49.3% | 10,129 | +50.4% | 0.40% | +30.7% |
| Q4 2017 | $363,000 | – | 6,735 | – | 0.31% | – |
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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% |