ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,030,051 | -5.0% | 16,224 | -0.7% | 0.00% | 0.0% |
| Q2 2023 | $1,084,228 | -12.8% | 16,344 | -16.4% | 0.00% | 0.0% |
| Q1 2023 | $1,242,974 | -63.3% | 19,547 | -65.6% | 0.00% | -71.4% |
| Q4 2022 | $3,390,422 | +247.0% | 56,743 | +222.1% | 0.01% | +250.0% |
| Q3 2022 | $977,000 | +30.6% | 17,614 | +40.9% | 0.00% | 0.0% |
| Q2 2022 | $748,000 | -21.3% | 12,498 | -9.3% | 0.00% | 0.0% |
| Q1 2022 | $950,000 | +10.2% | 13,781 | +16.4% | 0.00% | 0.0% |
| Q4 2021 | $862,000 | -14.0% | 11,842 | -17.5% | 0.00% | 0.0% |
| Q3 2021 | $1,002,000 | +12.2% | 14,350 | +13.6% | 0.00% | 0.0% |
| Q2 2021 | $893,000 | +48.3% | 12,633 | +40.6% | 0.00% | +100.0% |
| Q1 2021 | $602,000 | -3.1% | 8,988 | -7.1% | 0.00% | -50.0% |
| Q4 2020 | $621,000 | +3.5% | 9,670 | -6.5% | 0.00% | 0.0% |
| Q3 2020 | $600,000 | -8.4% | 10,344 | -13.3% | 0.00% | 0.0% |
| Q2 2020 | $655,000 | +56.7% | 11,934 | +35.5% | 0.00% | 0.0% |
| Q1 2020 | $418,000 | +3.0% | 8,810 | +25.8% | 0.00% | +100.0% |
| Q4 2019 | $406,000 | +10.6% | 7,004 | +4.7% | 0.00% | 0.0% |
| Q3 2019 | $367,000 | +5.8% | 6,688 | +6.3% | 0.00% | 0.0% |
| Q2 2019 | $347,000 | -11.7% | 6,293 | -14.2% | 0.00% | -50.0% |
| Q1 2019 | $393,000 | +2.9% | 7,336 | -6.8% | 0.00% | 0.0% |
| Q4 2018 | $382,000 | +4.9% | 7,869 | +18.0% | 0.00% | 0.0% |
| Q3 2018 | $364,000 | +17.0% | 6,668 | +14.4% | 0.00% | 0.0% |
| Q2 2018 | $311,000 | +11.5% | 5,827 | +11.8% | 0.00% | 0.0% |
| Q1 2018 | $279,000 | +6.1% | 5,214 | +6.6% | 0.00% | 0.0% |
| Q4 2017 | $263,000 | -20.8% | 4,889 | -21.1% | 0.00% | 0.0% |
| Q3 2017 | $332,000 | -0.6% | 6,194 | -3.9% | 0.00% | 0.0% |
| Q2 2017 | $334,000 | +8.8% | 6,448 | +4.9% | 0.00% | 0.0% |
| Q1 2017 | $307,000 | -30.1% | 6,147 | -33.9% | 0.00% | -50.0% |
| Q4 2016 | $439,000 | +101.4% | 9,295 | +102.2% | 0.00% | +100.0% |
| Q3 2016 | $218,000 | -23.5% | 4,597 | -27.0% | 0.00% | -33.3% |
| Q1 2016 | $285,000 | – | 6,301 | – | 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% |