ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 217 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $166,837 | -3.4% | 2,628 | +1.0% | 0.00% | 0.0% |
| Q2 2023 | $172,679 | +5.0% | 2,603 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $164,402 | +6.5% | 2,585 | +0.1% | 0.00% | -20.0% |
| Q4 2022 | $154,354 | +9.5% | 2,583 | +1.3% | 0.01% | 0.0% |
| Q3 2022 | $141,000 | -6.6% | 2,550 | +0.8% | 0.01% | 0.0% |
| Q2 2022 | $151,000 | -13.2% | 2,529 | +0.3% | 0.01% | 0.0% |
| Q1 2022 | $174,000 | -5.4% | 2,522 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $184,000 | +5.7% | 2,522 | +1.0% | 0.01% | 0.0% |
| Q3 2021 | $174,000 | -0.6% | 2,497 | +0.5% | 0.01% | -14.3% |
| Q2 2021 | $175,000 | +5.4% | 2,484 | +0.2% | 0.01% | 0.0% |
| Q1 2021 | $166,000 | +0.6% | 2,480 | -3.3% | 0.01% | -12.5% |
| Q4 2020 | $165,000 | -6.8% | 2,565 | -16.1% | 0.01% | -11.1% |
| Q3 2020 | $177,000 | +4.7% | 3,058 | -0.6% | 0.01% | -10.0% |
| Q2 2020 | $169,000 | +15.8% | 3,078 | +0.3% | 0.01% | -23.1% |
| Q1 2020 | $146,000 | +2.1% | 3,070 | +24.3% | 0.01% | +18.2% |
| Q4 2019 | $143,000 | +6.7% | 2,469 | +1.2% | 0.01% | 0.0% |
| Q3 2019 | $134,000 | +0.8% | 2,439 | +1.0% | 0.01% | -8.3% |
| Q2 2019 | $133,000 | +3.1% | 2,415 | +0.3% | 0.01% | +9.1% |
| Q1 2019 | $129,000 | +6350.0% | 2,407 | +6586.1% | 0.01% | – |
| Q4 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | – | 36 | – | 0.00% | – |
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% |