ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 174 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,596,224 | +72.4% | 25,141 | +50.6% | 0.83% | -24.4% |
Q3 2022 | $926,000 | -10.4% | 16,692 | -3.3% | 1.10% | +45.6% |
Q2 2022 | $1,034,000 | -31.5% | 17,270 | -21.1% | 0.75% | -2.5% |
Q1 2022 | $1,510,000 | -79.5% | 21,899 | -78.3% | 0.77% | -74.2% |
Q4 2021 | $7,358,000 | +3.3% | 101,045 | -1.0% | 2.99% | -17.7% |
Q3 2021 | $7,124,000 | -1.2% | 102,047 | +0.0% | 3.64% | +10.8% |
Q2 2021 | $7,208,000 | +6.8% | 102,025 | +1.1% | 3.28% | -4.5% |
Q1 2021 | $6,752,000 | +3.7% | 100,876 | -0.5% | 3.44% | +12.9% |
Q4 2020 | $6,510,000 | +9.7% | 101,428 | -0.8% | 3.04% | -6.7% |
Q3 2020 | $5,932,000 | +5.6% | 102,271 | -0.1% | 3.26% | +2.4% |
Q2 2020 | $5,618,000 | +36.3% | 102,377 | +17.8% | 3.19% | +2.5% |
Q1 2020 | $4,123,000 | – | 86,876 | – | 3.11% | – |
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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% |