ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $840,091 | -5.2% | 13,232 | -1.0% | 0.00% | 0.0% |
| Q2 2023 | $886,411 | +99496.7% | 13,362 | -4.5% | 0.00% | -33.3% |
| Q1 2023 | $890 | +0.3% | 13,991 | -5.7% | 0.00% | 0.0% |
| Q4 2022 | $887 | -99.9% | 14,839 | -5.7% | 0.00% | 0.0% |
| Q3 2022 | $872,000 | -7.5% | 15,728 | -0.1% | 0.00% | -25.0% |
| Q2 2022 | $943,000 | -20.0% | 15,744 | -8.0% | 0.00% | 0.0% |
| Q1 2022 | $1,179,000 | -3.6% | 17,107 | +1.9% | 0.00% | -20.0% |
| Q4 2021 | $1,223,000 | +13.7% | 16,794 | +9.0% | 0.01% | -16.7% |
| Q3 2021 | $1,076,000 | -14.0% | 15,412 | -12.9% | 0.01% | -25.0% |
| Q2 2021 | $1,251,000 | +54.4% | 17,702 | +46.3% | 0.01% | +33.3% |
| Q1 2021 | $810,000 | -34.7% | 12,102 | -37.4% | 0.01% | -40.0% |
| Q4 2020 | $1,240,000 | -30.1% | 19,324 | -36.9% | 0.01% | -41.2% |
| Q3 2020 | $1,775,000 | +2.8% | 30,611 | -2.7% | 0.02% | 0.0% |
| Q2 2020 | $1,727,000 | +16.9% | 31,461 | +1.1% | 0.02% | -5.6% |
| Q1 2020 | $1,477,000 | -18.8% | 31,106 | -0.8% | 0.02% | -5.3% |
| Q4 2019 | $1,819,000 | +5.1% | 31,354 | -0.5% | 0.02% | -9.5% |
| Q3 2019 | $1,731,000 | +8.9% | 31,515 | +9.3% | 0.02% | +10.5% |
| Q2 2019 | $1,590,000 | +11257.1% | 28,835 | -1.5% | 0.02% | – |
| Q1 2019 | $14,000 | -93.1% | 29,273 | +582.4% | 0.00% | -100.0% |
| Q2 2015 | $203,000 | – | 4,290 | – | 0.01% | – |
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% |