ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $675,271 | -1.4% | 10,636 | +3.1% | 0.05% | +5.9% |
| Q2 2023 | $684,566 | +6.6% | 10,319 | +2.2% | 0.05% | +2.0% |
| Q1 2023 | $642,089 | +6.6% | 10,097 | +0.2% | 0.05% | -2.0% |
| Q4 2022 | $602,342 | +6.8% | 10,081 | -1.0% | 0.05% | -1.9% |
| Q3 2022 | $564,000 | -28.7% | 10,179 | -23.0% | 0.05% | -25.7% |
| Q2 2022 | $791,000 | -14.0% | 13,215 | -0.9% | 0.07% | -2.8% |
| Q1 2022 | $920,000 | -5.1% | 13,340 | +0.3% | 0.07% | 0.0% |
| Q4 2021 | $969,000 | +4.0% | 13,304 | -0.4% | 0.07% | -5.3% |
| Q3 2021 | $932,000 | -4.9% | 13,352 | -3.7% | 0.08% | -6.2% |
| Q2 2021 | $980,000 | +9.4% | 13,865 | +3.6% | 0.08% | +5.2% |
| Q1 2021 | $896,000 | +332.9% | 13,384 | +188.5% | 0.08% | -61.9% |
| Q4 2013 | $207,000 | – | 4,639 | – | 0.20% | – |
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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% |