ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 219 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $27,428 | -4.3% | 432 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $28,659 | +4.3% | 432 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $27,470 | +6.4% | 432 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $25,812 | +7.6% | 432 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $24,000 | -7.7% | 432 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $26,000 | -13.3% | 432 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $30,000 | -3.2% | 432 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $31,000 | +3.3% | 432 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $30,000 | -3.2% | 432 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $31,000 | +6.9% | 432 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $29,000 | – | 432 | – | 0.00% | – |
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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% |