ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,990 | +3.4% | 4,725 | +8.0% | 0.01% | 0.0% |
| Q2 2023 | $290,171 | +6.2% | 4,374 | +1.8% | 0.01% | +11.1% |
| Q1 2023 | $273,119 | +10.0% | 4,295 | +3.3% | 0.01% | 0.0% |
| Q4 2022 | $248,381 | +13.9% | 4,157 | +5.5% | 0.01% | 0.0% |
| Q3 2022 | $218,000 | -6.0% | 3,940 | +1.7% | 0.01% | -10.0% |
| Q2 2022 | $232,000 | -1.3% | 3,874 | +5.9% | 0.01% | +11.1% |
| Q1 2022 | $235,000 | -6.4% | 3,658 | -29.2% | 0.01% | -47.1% |
| Q4 2018 | $251,000 | -11.0% | 5,165 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $282,000 | +2.2% | 5,165 | 0.0% | 0.02% | -22.7% |
| Q2 2018 | $276,000 | 0.0% | 5,165 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $276,000 | – | 5,165 | – | 0.02% | – |
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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% |