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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $973,903 | +109.4% | 15,339 | +118.8% | 0.02% | +114.3% |
| Q2 2023 | $465,176 | +3.7% | 7,012 | -0.6% | 0.01% | 0.0% |
| Q1 2023 | $448,741 | -0.9% | 7,057 | -6.9% | 0.01% | -12.5% |
| Q4 2022 | $452,776 | +8.1% | 7,578 | +0.3% | 0.01% | -27.3% |
| Q3 2022 | $419,000 | +5.8% | 7,555 | +14.2% | 0.01% | +22.2% |
| Q2 2022 | $396,000 | -12.4% | 6,615 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $452,000 | +18.0% | 6,558 | +24.7% | 0.01% | +12.5% |
| Q4 2021 | $383,000 | -1.8% | 5,261 | -5.8% | 0.01% | 0.0% |
| Q3 2021 | $390,000 | +8.6% | 5,586 | +10.1% | 0.01% | -11.1% |
| Q2 2021 | $359,000 | +8.5% | 5,075 | +2.5% | 0.01% | 0.0% |
| Q1 2021 | $331,000 | +4.4% | 4,950 | +0.3% | 0.01% | -10.0% |
| Q4 2020 | $317,000 | +10.8% | 4,937 | +0.1% | 0.01% | -9.1% |
| Q3 2020 | $286,000 | +17.7% | 4,931 | +11.2% | 0.01% | +10.0% |
| Q2 2020 | $243,000 | -6.2% | 4,435 | -0.7% | 0.01% | -9.1% |
| Q4 2019 | $259,000 | +2.0% | 4,466 | -3.4% | 0.01% | 0.0% |
| Q3 2019 | $254,000 | -16.4% | 4,623 | -15.6% | 0.01% | -21.4% |
| Q2 2019 | $304,000 | +30.5% | 5,478 | +25.7% | 0.01% | +16.7% |
| Q1 2019 | $233,000 | -6.4% | 4,358 | -4.5% | 0.01% | 0.0% |
| Q3 2018 | $249,000 | +8.7% | 4,565 | +6.3% | 0.01% | -7.7% |
| Q2 2018 | $229,000 | – | 4,296 | – | 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% |