ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 146 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $720,865 | -20.1% | 11,354 | -16.5% | 0.06% | -15.6% |
| Q2 2023 | $902,025 | -5.9% | 13,597 | -9.8% | 0.08% | -12.5% |
| Q1 2023 | $958,556 | -0.7% | 15,074 | -6.7% | 0.09% | -7.4% |
| Q4 2022 | $965,589 | +7.6% | 16,160 | -0.1% | 0.10% | +5.6% |
| Q3 2022 | $897,000 | -3.1% | 16,180 | +4.7% | 0.09% | -1.1% |
| Q2 2022 | $926,000 | -11.2% | 15,455 | +2.1% | 0.09% | +40.0% |
| Q1 2022 | $1,043,000 | -4.9% | 15,131 | +0.5% | 0.06% | -4.4% |
| Q4 2021 | $1,097,000 | +2.6% | 15,058 | -1.7% | 0.07% | -8.1% |
| Q3 2021 | $1,069,000 | -3.5% | 15,314 | -2.3% | 0.07% | +1.4% |
| Q2 2021 | $1,108,000 | +12.0% | 15,677 | +6.1% | 0.07% | +4.3% |
| Q1 2021 | $989,000 | +5.0% | 14,773 | +0.6% | 0.07% | -7.9% |
| Q4 2020 | $942,000 | +4.4% | 14,679 | -5.6% | 0.08% | -1.3% |
| Q3 2020 | $902,000 | -3.4% | 15,551 | -8.6% | 0.08% | +2.7% |
| Q2 2020 | $934,000 | +25.2% | 17,017 | +8.2% | 0.08% | +8.7% |
| Q1 2020 | $746,000 | -20.9% | 15,721 | -3.3% | 0.07% | -13.8% |
| Q4 2019 | $943,000 | -15.2% | 16,255 | -19.7% | 0.08% | -21.6% |
| Q3 2019 | $1,112,000 | +2.2% | 20,243 | +2.6% | 0.10% | -15.0% |
| Q2 2019 | $1,088,000 | +49.7% | 19,732 | +45.2% | 0.12% | +34.8% |
| Q1 2019 | $727,000 | +22.8% | 13,585 | +11.4% | 0.09% | +8.5% |
| Q4 2018 | $592,000 | -36.3% | 12,191 | -28.4% | 0.08% | -29.9% |
| Q3 2018 | $930,000 | -6.5% | 17,025 | -8.6% | 0.12% | -13.3% |
| Q2 2018 | $995,000 | +0.1% | 18,637 | +0.3% | 0.14% | -1.5% |
| Q1 2018 | $994,000 | -11.1% | 18,587 | -10.4% | 0.14% | -19.4% |
| Q4 2017 | $1,118,000 | – | 20,744 | – | 0.17% | – |
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% |