ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,190,498 | -35.7% | 18,751 | -32.8% | 0.40% | -30.0% |
| Q2 2023 | $1,852,237 | -7.5% | 27,920 | -11.4% | 0.57% | -16.0% |
| Q1 2023 | $2,002,821 | +11.1% | 31,496 | +4.4% | 0.67% | -3.7% |
| Q4 2022 | $1,801,963 | +10.1% | 30,158 | +2.1% | 0.70% | +1.0% |
| Q3 2022 | $1,637,000 | +16.1% | 29,527 | +25.4% | 0.69% | +8.5% |
| Q2 2022 | $1,410,000 | -9.3% | 23,543 | +4.3% | 0.64% | +55.1% |
| Q1 2022 | $1,555,000 | +84.7% | 22,563 | +95.2% | 0.41% | +91.6% |
| Q4 2021 | $842,000 | -8.7% | 11,561 | -12.4% | 0.22% | -15.7% |
| Q3 2021 | $922,000 | +8.7% | 13,203 | +10.0% | 0.26% | +34.9% |
| Q2 2021 | $848,000 | +23.1% | 12,007 | +16.7% | 0.19% | +11.2% |
| Q1 2021 | $689,000 | +15.2% | 10,292 | +10.4% | 0.17% | +11.1% |
| Q4 2020 | $598,000 | +13.0% | 9,320 | +2.2% | 0.15% | 0.0% |
| Q3 2020 | $529,000 | -1.5% | 9,123 | -6.8% | 0.15% | -18.6% |
| Q2 2020 | $537,000 | +22.9% | 9,786 | +6.2% | 0.19% | -4.1% |
| Q1 2020 | $437,000 | – | 9,211 | – | 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% |