ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 146 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218 | +207.0% | 3,430 | +220.3% | 0.00% | – |
| Q2 2023 | $71 | +1.4% | 1,071 | -2.8% | 0.00% | – |
| Q1 2023 | $70 | -12.5% | 1,102 | -18.1% | 0.00% | -100.0% |
| Q4 2022 | $80 | -99.9% | 1,346 | -12.0% | 0.00% | 0.0% |
| Q3 2022 | $85,000 | -73.8% | 1,530 | -71.8% | 0.00% | -66.7% |
| Q2 2022 | $325,000 | -5.0% | 5,420 | +9.4% | 0.00% | +50.0% |
| Q1 2022 | $342,000 | +92.1% | 4,956 | +102.5% | 0.00% | +100.0% |
| Q4 2021 | $178,000 | -10.1% | 2,448 | -12.6% | 0.00% | -50.0% |
| Q2 2021 | $198,000 | 0.0% | 2,802 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $198,000 | 0.0% | 2,802 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $198,000 | 0.0% | 2,802 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $198,000 | 0.0% | 2,802 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $198,000 | 0.0% | 2,802 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $198,000 | 0.0% | 2,802 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $198,000 | 0.0% | 2,802 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $198,000 | 0.0% | 2,802 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $198,000 | 0.0% | 2,802 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $198,000 | -19.8% | 2,802 | -45.0% | 0.00% | -66.7% |
| Q4 2018 | $247,000 | -2.0% | 5,092 | +10.2% | 0.01% | 0.0% |
| Q3 2018 | $252,000 | +168.1% | 4,620 | +162.8% | 0.01% | +100.0% |
| Q2 2018 | $94,000 | +67.9% | 1,758 | +66.6% | 0.00% | +50.0% |
| Q1 2018 | $56,000 | -12.5% | 1,055 | -11.3% | 0.00% | -33.3% |
| Q4 2017 | $64,000 | 0.0% | 1,190 | -0.3% | 0.00% | 0.0% |
| Q3 2017 | $64,000 | +77.8% | 1,194 | +72.0% | 0.00% | +50.0% |
| Q2 2017 | $36,000 | – | 694 | – | 0.00% | – |
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% |