ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,026 | -0.9% | 6,489 | +3.5% | 0.05% | -3.8% |
| Q2 2023 | $415,959 | +9.9% | 6,270 | +5.4% | 0.05% | +6.0% |
| Q1 2023 | $378,353 | +3.4% | 5,950 | -2.8% | 0.05% | -2.0% |
| Q4 2022 | $365,849 | +16.5% | 6,123 | +8.2% | 0.05% | +2.0% |
| Q3 2022 | $314,000 | +4.0% | 5,661 | +12.3% | 0.05% | +8.7% |
| Q2 2022 | $302,000 | +30.7% | 5,040 | +50.5% | 0.05% | +48.4% |
| Q1 2022 | $231,000 | +7.9% | 3,349 | +14.0% | 0.03% | +14.8% |
| Q4 2021 | $214,000 | +36.3% | 2,938 | +30.5% | 0.03% | +28.6% |
| Q3 2021 | $157,000 | +1.9% | 2,251 | +3.2% | 0.02% | 0.0% |
| Q2 2021 | $154,000 | +20.3% | 2,182 | +9.4% | 0.02% | +10.5% |
| Q4 2020 | $128,000 | +20.8% | 1,994 | +9.1% | 0.02% | +5.6% |
| Q3 2020 | $106,000 | +8.2% | 1,827 | +2.6% | 0.02% | +5.9% |
| Q2 2020 | $98,000 | +18.1% | 1,780 | +1.4% | 0.02% | -10.5% |
| Q1 2020 | $83,000 | +315.0% | 1,755 | +408.7% | 0.02% | +216.7% |
| Q4 2019 | $20,000 | +5.3% | 345 | -0.9% | 0.01% | 0.0% |
| Q3 2019 | $19,000 | 0.0% | 348 | +0.9% | 0.01% | 0.0% |
| Q2 2019 | $19,000 | – | 345 | – | 0.01% | – |
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% |