ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 186 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,584 | -99.9% | 26,516 | -2.2% | 0.05% | -1.9% |
| Q3 2022 | $1,503,000 | -3.0% | 27,110 | +4.7% | 0.05% | +2.0% |
| Q2 2022 | $1,550,000 | -11.3% | 25,881 | +2.1% | 0.05% | -3.8% |
| Q1 2022 | $1,748,000 | -5.2% | 25,348 | +0.2% | 0.05% | -1.9% |
| Q4 2021 | $1,843,000 | +5.6% | 25,307 | +1.2% | 0.05% | -1.8% |
| Q3 2021 | $1,746,000 | +2.3% | 25,012 | +3.5% | 0.06% | 0.0% |
| Q2 2021 | $1,707,000 | +9.8% | 24,158 | +4.0% | 0.06% | 0.0% |
| Q1 2021 | $1,555,000 | +9.7% | 23,235 | +5.2% | 0.06% | 0.0% |
| Q4 2020 | $1,418,000 | +9.4% | 22,096 | -1.1% | 0.06% | -5.2% |
| Q3 2020 | $1,296,000 | +16.1% | 22,340 | +9.9% | 0.06% | +7.4% |
| Q2 2020 | $1,116,000 | +24.8% | 20,335 | +8.0% | 0.05% | +8.0% |
| Q1 2020 | $894,000 | -14.4% | 18,830 | +5.7% | 0.05% | +4.2% |
| Q4 2019 | $1,044,000 | +17.3% | 17,807 | +9.9% | 0.05% | +4.3% |
| Q3 2019 | $890,000 | +7.7% | 16,198 | +8.1% | 0.05% | +4.5% |
| Q2 2019 | $826,000 | +14.7% | 14,985 | +11.5% | 0.04% | +7.3% |
| Q1 2019 | $720,000 | +32.6% | 13,444 | +20.1% | 0.04% | +17.1% |
| Q4 2018 | $543,000 | +4.6% | 11,191 | +17.8% | 0.04% | +12.9% |
| Q3 2018 | $519,000 | +16.6% | 9,502 | +14.2% | 0.03% | +10.7% |
| Q2 2018 | $445,000 | +5.5% | 8,324 | +5.6% | 0.03% | +3.7% |
| Q1 2018 | $422,000 | +20.9% | 7,879 | +21.5% | 0.03% | +17.4% |
| Q4 2017 | $349,000 | -0.3% | 6,483 | -0.7% | 0.02% | -4.2% |
| Q3 2017 | $350,000 | +4.5% | 6,530 | +0.9% | 0.02% | -4.0% |
| Q2 2017 | $335,000 | -4.8% | 6,470 | -8.2% | 0.02% | -10.7% |
| Q1 2017 | $352,000 | +8.3% | 7,048 | +2.5% | 0.03% | 0.0% |
| Q4 2016 | $325,000 | -0.3% | 6,874 | +0.1% | 0.03% | -6.7% |
| Q3 2016 | $326,000 | – | 6,865 | – | 0.03% | – |
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% |