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 | $378,579 | +19.0% | 5,963 | +24.4% | 0.01% | +20.0% |
| Q2 2023 | $318,061 | +30.5% | 4,794 | +25.1% | 0.01% | +25.0% |
| Q1 2023 | $243,734 | +20.1% | 3,833 | +30.1% | 0.01% | -11.1% |
| Q1 2022 | $203,000 | -12.5% | 2,946 | -26.5% | 0.01% | -43.8% |
| Q4 2019 | $232,000 | +5.5% | 4,008 | +0.0% | 0.02% | +6.7% |
| Q3 2019 | $220,000 | -0.5% | 4,007 | +0.2% | 0.02% | -11.8% |
| Q2 2019 | $221,000 | +9.4% | 3,998 | +5.9% | 0.02% | +6.2% |
| Q1 2019 | $202,000 | -3.3% | 3,774 | -1.2% | 0.02% | -15.8% |
| Q3 2018 | $209,000 | +2.0% | 3,820 | -0.5% | 0.02% | -5.0% |
| Q2 2018 | $205,000 | +1.5% | 3,840 | +1.9% | 0.02% | -4.8% |
| Q1 2018 | $202,000 | – | 3,768 | – | 0.02% | – |
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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% |