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 | $676,896 | -3.9% | 10,661 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $704,292 | +2.9% | 10,616 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $684,316 | +6.1% | 10,761 | -0.3% | 0.00% | 0.0% |
| Q4 2022 | $644,887 | +19.9% | 10,793 | +11.3% | 0.00% | 0.0% |
| Q3 2022 | $538,000 | -15.0% | 9,698 | -8.3% | 0.00% | 0.0% |
| Q2 2022 | $633,000 | -12.7% | 10,577 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $725,000 | -8.6% | 10,521 | -3.4% | 0.00% | 0.0% |
| Q4 2021 | $793,000 | +17.5% | 10,890 | +12.5% | 0.00% | 0.0% |
| Q3 2021 | $675,000 | -1.5% | 9,676 | -0.3% | 0.00% | 0.0% |
| Q2 2021 | $685,000 | -0.9% | 9,701 | -6.0% | 0.00% | 0.0% |
| Q1 2021 | $691,000 | +8.8% | 10,325 | +4.3% | 0.00% | 0.0% |
| Q4 2020 | $635,000 | +9.7% | 9,900 | -0.7% | 0.00% | -50.0% |
| Q3 2020 | $579,000 | +5.1% | 9,974 | -0.7% | 0.00% | 0.0% |
| Q2 2020 | $551,000 | +15.5% | 10,049 | +0.1% | 0.00% | 0.0% |
| Q1 2020 | $477,000 | +103.8% | 10,041 | +149.2% | 0.00% | +100.0% |
| Q4 2019 | $234,000 | +420.0% | 4,029 | +367.9% | 0.00% | – |
| Q2 2017 | $45,000 | +15.4% | 861 | +9.0% | 0.00% | – |
| Q1 2017 | $39,000 | -2.5% | 790 | -6.6% | 0.00% | – |
| Q4 2016 | $40,000 | -57.9% | 846 | -57.9% | 0.00% | -100.0% |
| Q3 2016 | $95,000 | +171.4% | 2,011 | +162.9% | 0.00% | – |
| Q2 2016 | $35,000 | -10.3% | 765 | -11.7% | 0.00% | – |
| Q1 2016 | $39,000 | -7.1% | 866 | -8.3% | 0.00% | – |
| Q4 2015 | $42,000 | -14.3% | 944 | -16.5% | 0.00% | – |
| Q3 2015 | $49,000 | -16.9% | 1,131 | -8.7% | 0.00% | -100.0% |
| Q1 2015 | $59,000 | +13.5% | 1,239 | +10.8% | 0.00% | 0.0% |
| Q4 2014 | $52,000 | -34.2% | 1,118 | -35.2% | 0.00% | 0.0% |
| Q3 2014 | $79,000 | +25.4% | 1,725 | +28.4% | 0.00% | 0.0% |
| Q2 2014 | $63,000 | 0.0% | 1,343 | -3.7% | 0.00% | 0.0% |
| Q1 2014 | $63,000 | +28.6% | 1,395 | +28.1% | 0.00% | 0.0% |
| Q4 2013 | $49,000 | +58.1% | 1,089 | +45.4% | 0.00% | 0.0% |
| Q3 2013 | $31,000 | +121.4% | 749 | +118.4% | 0.00% | – |
| Q2 2013 | $14,000 | – | 343 | – | 0.00% | – |
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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% |