ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $848,904 | -6.9% | 13,371 | -2.8% | 0.01% | +20.0% |
| Q2 2023 | $912,198 | +12.3% | 13,750 | +7.6% | 0.01% | 0.0% |
| Q1 2023 | $812,454 | +16.8% | 12,776 | +9.7% | 0.01% | +25.0% |
| Q4 2022 | $695,636 | +26.5% | 11,642 | +17.5% | 0.00% | +33.3% |
| Q3 2022 | $550,000 | +12.7% | 9,912 | +21.6% | 0.00% | 0.0% |
| Q2 2022 | $488,000 | -3.2% | 8,154 | +11.5% | 0.00% | +50.0% |
| Q1 2022 | $504,000 | +5.9% | 7,310 | +11.7% | 0.00% | 0.0% |
| Q4 2021 | $476,000 | +8.9% | 6,543 | +4.4% | 0.00% | 0.0% |
| Q3 2021 | $437,000 | +0.7% | 6,267 | +2.0% | 0.00% | 0.0% |
| Q2 2021 | $434,000 | -15.9% | 6,144 | -20.3% | 0.00% | -33.3% |
| Q1 2021 | $516,000 | -10.1% | 7,713 | -13.8% | 0.00% | 0.0% |
| Q4 2020 | $574,000 | -51.6% | 8,949 | -56.2% | 0.00% | -62.5% |
| Q3 2020 | $1,186,000 | +20.9% | 20,454 | +14.5% | 0.01% | +14.3% |
| Q2 2020 | $981,000 | +8.3% | 17,867 | -6.4% | 0.01% | 0.0% |
| Q1 2020 | $906,000 | -17.0% | 19,080 | +1.3% | 0.01% | 0.0% |
| Q4 2019 | $1,092,000 | +7.7% | 18,835 | +2.0% | 0.01% | 0.0% |
| Q3 2019 | $1,014,000 | -3.8% | 18,472 | -3.3% | 0.01% | 0.0% |
| Q2 2019 | $1,054,000 | +36.2% | 19,108 | +31.6% | 0.01% | +40.0% |
| Q1 2019 | $774,000 | -7.1% | 14,518 | -15.4% | 0.01% | -28.6% |
| Q4 2018 | $833,000 | +5.8% | 17,158 | +19.0% | 0.01% | +16.7% |
| Q3 2018 | $787,000 | +2.2% | 14,413 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $770,000 | -5.3% | 14,413 | -5.2% | 0.01% | 0.0% |
| Q1 2018 | $813,000 | -11.5% | 15,199 | -10.9% | 0.01% | -14.3% |
| Q4 2017 | $919,000 | +0.5% | 17,057 | 0.0% | 0.01% | -12.5% |
| Q3 2017 | $914,000 | +2.2% | 17,057 | -1.2% | 0.01% | 0.0% |
| Q2 2017 | $894,000 | +3.6% | 17,257 | -0.2% | 0.01% | 0.0% |
| Q1 2017 | $863,000 | +5.8% | 17,289 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $816,000 | -0.6% | 17,289 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $821,000 | +0.5% | 17,289 | -2.6% | 0.01% | 0.0% |
| Q2 2016 | $817,000 | -0.1% | 17,757 | -1.7% | 0.01% | -11.1% |
| Q1 2016 | $818,000 | +18.2% | 18,059 | +16.9% | 0.01% | +12.5% |
| Q4 2015 | $692,000 | +2.7% | 15,443 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $674,000 | – | 15,443 | – | 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% |