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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $214,000 | -4.0% | 3,097 | +1.0% | 0.05% | +4.3% |
| Q4 2021 | $223,000 | +4.2% | 3,065 | +0.0% | 0.05% | -2.1% |
| Q3 2021 | $214,000 | -16.4% | 3,064 | -15.5% | 0.05% | -17.2% |
| Q2 2021 | $256,000 | +5.8% | 3,624 | +0.3% | 0.06% | -3.3% |
| Q1 2021 | $242,000 | +4.3% | 3,613 | 0.0% | 0.06% | +39.5% |
| Q4 2020 | $232,000 | +11.0% | 3,613 | +0.0% | 0.04% | -2.3% |
| Q3 2020 | $209,000 | +5.6% | 3,612 | +0.0% | 0.04% | +2.3% |
| Q2 2020 | $198,000 | +15.1% | 3,611 | -0.1% | 0.04% | -4.4% |
| Q1 2020 | $172,000 | -33.8% | 3,616 | -19.6% | 0.04% | -18.2% |
| Q4 2019 | $260,000 | +0.8% | 4,498 | -4.2% | 0.06% | +19.6% |
| Q3 2019 | $258,000 | +7.9% | 4,697 | +5.1% | 0.05% | -16.4% |
| Q2 2019 | $239,000 | -9.1% | 4,471 | -8.9% | 0.06% | +10.0% |
| Q1 2019 | $263,000 | +3.1% | 4,907 | -5.7% | 0.05% | -9.1% |
| Q4 2018 | $255,000 | -10.2% | 5,206 | +0.0% | 0.06% | -3.5% |
| Q3 2018 | $284,000 | +2.2% | 5,205 | -0.3% | 0.06% | -5.0% |
| Q2 2018 | $278,000 | +1.5% | 5,221 | +2.0% | 0.06% | -1.6% |
| Q1 2018 | $274,000 | -4.2% | 5,121 | +0.1% | 0.06% | -9.0% |
| Q4 2017 | $286,000 | – | 5,116 | – | 0.07% | – |
Download | ||||||
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% |