ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,123 | -6.8% | 222,448 | -2.6% | 0.07% | -4.3% |
Q2 2023 | $15,151 | -2.4% | 228,390 | -6.4% | 0.07% | -9.2% |
Q1 2023 | $15,525 | +1.9% | 244,136 | -4.3% | 0.08% | -3.8% |
Q4 2022 | $15,243 | -99.9% | 255,121 | -18.7% | 0.08% | -19.4% |
Q3 2022 | $17,404,000 | -18.1% | 313,877 | -11.5% | 0.10% | -14.0% |
Q2 2022 | $21,242,000 | -18.5% | 354,685 | -6.2% | 0.11% | -5.0% |
Q1 2022 | $26,078,000 | -4.2% | 378,276 | +1.1% | 0.12% | -1.6% |
Q4 2021 | $27,235,000 | +5.7% | 374,006 | +1.4% | 0.12% | -3.9% |
Q3 2021 | $25,756,000 | +3.1% | 368,949 | +4.4% | 0.13% | +6.7% |
Q2 2021 | $24,972,000 | +10.0% | 353,468 | +4.2% | 0.12% | -3.3% |
Q1 2021 | $22,694,000 | +6.9% | 339,071 | +2.5% | 0.12% | -0.8% |
Q4 2020 | $21,223,000 | +13.6% | 330,676 | +2.7% | 0.12% | -1.6% |
Q3 2020 | $18,682,000 | +6.4% | 322,099 | +0.7% | 0.13% | -4.5% |
Q2 2020 | $17,551,000 | +44.8% | 319,804 | +25.2% | 0.13% | +13.8% |
Q1 2020 | $12,119,000 | -15.6% | 255,360 | +3.2% | 0.12% | +4.5% |
Q4 2019 | $14,358,000 | +12.8% | 247,557 | +6.8% | 0.11% | -0.9% |
Q3 2019 | $12,730,000 | +24.1% | 231,783 | +24.6% | 0.11% | +19.1% |
Q2 2019 | $10,256,000 | +1.1% | 185,957 | -1.9% | 0.09% | -3.1% |
Q1 2019 | $10,144,000 | +22.4% | 189,531 | +11.0% | 0.10% | +5.4% |
Q4 2018 | $8,287,000 | -10.4% | 170,686 | +0.9% | 0.09% | +4.5% |
Q3 2018 | $9,245,000 | +10.5% | 169,225 | +8.0% | 0.09% | 0.0% |
Q2 2018 | $8,367,000 | +1.9% | 156,684 | +2.1% | 0.09% | -5.4% |
Q1 2018 | $8,213,000 | +14.2% | 153,523 | +15.0% | 0.09% | +9.4% |
Q4 2017 | $7,191,000 | +10.6% | 133,458 | +10.0% | 0.08% | -2.3% |
Q3 2017 | $6,500,000 | +34.1% | 121,313 | +29.6% | 0.09% | +22.5% |
Q2 2017 | $4,847,000 | +11.0% | 93,587 | +7.0% | 0.07% | -5.3% |
Q1 2017 | $4,366,000 | +39.0% | 87,433 | +31.4% | 0.08% | +27.1% |
Q4 2016 | $3,142,000 | +137.5% | 66,550 | +138.7% | 0.06% | +136.0% |
Q3 2016 | $1,323,000 | +55.8% | 27,875 | +50.6% | 0.02% | +38.9% |
Q2 2016 | $849,000 | -0.7% | 18,510 | -1.9% | 0.02% | -5.3% |
Q1 2016 | $855,000 | -6.0% | 18,868 | -7.1% | 0.02% | -13.6% |
Q4 2015 | $910,000 | +24.8% | 20,305 | +21.5% | 0.02% | +4.8% |
Q3 2015 | $729,000 | +18.9% | 16,718 | +29.3% | 0.02% | +23.5% |
Q2 2015 | $613,000 | +9.3% | 12,933 | +9.5% | 0.02% | +6.2% |
Q1 2015 | $561,000 | -7.1% | 11,813 | -9.5% | 0.02% | -15.8% |
Q4 2014 | $604,000 | +4.0% | 13,057 | +2.3% | 0.02% | +11.8% |
Q3 2014 | $581,000 | +26.3% | 12,760 | +30.8% | 0.02% | +6.2% |
Q2 2014 | $460,000 | +35.3% | 9,752 | +30.0% | 0.02% | +23.1% |
Q1 2014 | $340,000 | +26.4% | 7,501 | +24.4% | 0.01% | +18.2% |
Q4 2013 | $269,000 | +6.3% | 6,031 | +0.1% | 0.01% | 0.0% |
Q3 2013 | $253,000 | – | 6,025 | – | 0.01% | – |
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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% |