ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 160 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,802,845 | +1.7% | 28,396 | +6.3% | 0.01% | 0.0% |
| Q2 2023 | $1,771,922 | +8.7% | 26,710 | +4.2% | 0.01% | 0.0% |
| Q1 2023 | $1,629,481 | +5.8% | 25,625 | -0.6% | 0.01% | -12.5% |
| Q4 2022 | $1,540,044 | +4.6% | 25,775 | -3.0% | 0.01% | -11.1% |
| Q3 2022 | $1,473,000 | +94.8% | 26,573 | +110.5% | 0.01% | +80.0% |
| Q2 2022 | $756,000 | -44.2% | 12,622 | -35.8% | 0.01% | -44.4% |
| Q1 2022 | $1,356,000 | +29.4% | 19,671 | +36.7% | 0.01% | +28.6% |
| Q4 2021 | $1,048,000 | -0.8% | 14,386 | -4.9% | 0.01% | -22.2% |
| Q3 2021 | $1,056,000 | +0.7% | 15,132 | +1.9% | 0.01% | -10.0% |
| Q2 2021 | $1,049,000 | +3.2% | 14,848 | -2.2% | 0.01% | -9.1% |
| Q1 2021 | $1,016,000 | -2.3% | 15,183 | -6.3% | 0.01% | -21.4% |
| Q4 2020 | $1,040,000 | +52.7% | 16,207 | +38.7% | 0.01% | +27.3% |
| Q3 2020 | $681,000 | -56.4% | 11,684 | -58.9% | 0.01% | -57.7% |
| Q2 2020 | $1,563,000 | +118.0% | 28,425 | +82.4% | 0.03% | +62.5% |
| Q1 2020 | $717,000 | -90.3% | 15,581 | -87.7% | 0.02% | -86.3% |
| Q4 2019 | $7,426,000 | +2.5% | 126,992 | -3.7% | 0.12% | -53.9% |
| Q3 2019 | $7,243,000 | +3.6% | 131,883 | +4.0% | 0.25% | -1.9% |
| Q2 2019 | $6,992,000 | +4.1% | 126,781 | +1.1% | 0.26% | -5.1% |
| Q1 2019 | $6,714,000 | +209.7% | 125,441 | +182.7% | 0.27% | +135.3% |
| Q4 2018 | $2,168,000 | – | 44,372 | – | 0.12% | – |
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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% |