ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 229 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $770,618 | +15.9% | 11,160 | +6.6% | 0.03% | +4.0% |
Q3 2023 | $664,730 | -10.7% | 10,469 | -6.7% | 0.02% | -7.4% |
Q2 2023 | $744,196 | +5.6% | 11,217 | +1.2% | 0.03% | 0.0% |
Q1 2023 | $704,612 | +111565.9% | 11,080 | +4.9% | 0.03% | +3.8% |
Q4 2022 | $631 | -99.9% | 10,565 | +7.9% | 0.03% | +4.0% |
Q3 2022 | $543,000 | -5.1% | 9,791 | +2.5% | 0.02% | +4.2% |
Q2 2022 | $572,000 | -4.7% | 9,556 | +9.8% | 0.02% | +14.3% |
Q1 2022 | $600,000 | +10.5% | 8,700 | +16.7% | 0.02% | +16.7% |
Q4 2021 | $543,000 | +15.0% | 7,453 | +10.3% | 0.02% | +5.9% |
Q3 2021 | $472,000 | +9.0% | 6,759 | +10.2% | 0.02% | +6.2% |
Q2 2021 | $433,000 | +4.8% | 6,131 | -0.6% | 0.02% | 0.0% |
Q1 2021 | $413,000 | +20.1% | 6,170 | +15.2% | 0.02% | +14.3% |
Q4 2020 | $344,000 | +14.7% | 5,358 | +3.5% | 0.01% | 0.0% |
Q3 2020 | $300,000 | +6.0% | 5,177 | +0.4% | 0.01% | 0.0% |
Q2 2020 | $283,000 | +31.0% | 5,154 | +13.5% | 0.01% | +7.7% |
Q1 2020 | $216,000 | -6.9% | 4,541 | +13.3% | 0.01% | +30.0% |
Q4 2019 | $232,000 | – | 4,008 | – | 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% |