ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $470,842 | -7.6% | 7,416 | -3.5% | 0.04% | -14.6% |
Q2 2023 | $509,624 | -23.9% | 7,682 | -27.1% | 0.05% | -36.0% |
Q1 2023 | $669,921 | +0.6% | 10,535 | -5.4% | 0.08% | -3.8% |
Q4 2022 | $665,615 | +16.0% | 11,140 | +7.6% | 0.08% | -9.3% |
Q3 2022 | $574,000 | -9.3% | 10,354 | -2.1% | 0.09% | -7.5% |
Q2 2022 | $633,000 | -11.6% | 10,571 | +1.8% | 0.09% | +2.2% |
Q1 2022 | $716,000 | +3.0% | 10,386 | +8.9% | 0.09% | +16.7% |
Q4 2021 | $695,000 | +11.7% | 9,538 | +7.1% | 0.08% | -1.3% |
Q3 2021 | $622,000 | -1.1% | 8,905 | +0.1% | 0.08% | -6.0% |
Q2 2021 | $629,000 | +21.4% | 8,899 | +14.9% | 0.08% | +16.7% |
Q1 2021 | $518,000 | +46.7% | 7,746 | +41.0% | 0.07% | +41.2% |
Q4 2020 | $353,000 | +115.2% | 5,495 | +94.7% | 0.05% | +96.2% |
Q3 2020 | $164,000 | +57.7% | 2,823 | +48.7% | 0.03% | +44.4% |
Q2 2020 | $104,000 | +14.3% | 1,899 | -1.0% | 0.02% | 0.0% |
Q1 2020 | $91,000 | – | 1,919 | – | 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% |