ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 229 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $503,931 | -9.6% | 7,937 | -5.5% | 0.03% | -5.6% |
| Q2 2023 | $557,227 | +2.5% | 8,399 | -1.8% | 0.04% | -2.7% |
| Q1 2023 | $543,759 | +10.3% | 8,551 | +3.6% | 0.04% | 0.0% |
| Q4 2022 | $493,080 | +4.7% | 8,252 | -2.9% | 0.04% | -5.1% |
| Q3 2022 | $471,000 | -16.5% | 8,500 | -9.8% | 0.04% | -31.6% |
| Q2 2022 | $564,000 | -12.8% | 9,421 | +0.2% | 0.06% | +1.8% |
| Q1 2022 | $647,000 | -27.1% | 9,399 | -23.0% | 0.06% | -23.3% |
| Q4 2021 | $888,000 | +2.9% | 12,201 | -1.4% | 0.07% | +2.8% |
| Q3 2021 | $863,000 | -18.5% | 12,371 | -17.5% | 0.07% | -33.0% |
| Q2 2021 | $1,059,000 | +7.0% | 14,998 | +1.4% | 0.11% | 0.0% |
| Q1 2021 | $990,000 | -5.4% | 14,792 | -9.3% | 0.11% | -17.8% |
| Q4 2020 | $1,046,000 | -7.4% | 16,311 | -16.3% | 0.13% | -19.9% |
| Q3 2020 | $1,130,000 | -2.7% | 19,495 | -7.9% | 0.16% | -11.5% |
| Q2 2020 | $1,161,000 | +6.4% | 21,159 | -8.0% | 0.18% | -15.3% |
| Q1 2020 | $1,091,000 | -19.7% | 22,989 | -1.9% | 0.22% | -1.4% |
| Q4 2019 | $1,359,000 | +5.3% | 23,433 | -0.3% | 0.22% | -3.5% |
| Q3 2019 | $1,290,000 | +11.0% | 23,502 | +11.6% | 0.23% | +8.7% |
| Q2 2019 | $1,162,000 | +4.1% | 21,067 | +1.0% | 0.21% | -12.2% |
| Q1 2019 | $1,116,000 | +10.9% | 20,852 | +0.5% | 0.24% | -2.5% |
| Q4 2018 | $1,006,000 | -11.1% | 20,741 | +0.2% | 0.24% | +0.8% |
| Q3 2018 | $1,131,000 | +4.8% | 20,704 | +2.4% | 0.24% | -0.8% |
| Q2 2018 | $1,079,000 | +5.3% | 20,210 | +5.5% | 0.24% | +2.5% |
| Q1 2018 | $1,025,000 | +815.2% | 19,164 | -8.0% | 0.24% | +848.0% |
| Q4 2017 | $112,000 | -90.2% | 20,830 | -2.3% | 0.02% | -93.4% |
| Q3 2017 | $1,142,000 | +1.2% | 21,313 | -2.2% | 0.38% | -18.4% |
| Q2 2017 | $1,129,000 | +11.8% | 21,798 | +7.8% | 0.46% | +36.8% |
| Q1 2017 | $1,010,000 | +10.9% | 20,229 | +4.8% | 0.34% | -0.9% |
| Q4 2016 | $911,000 | +14.2% | 19,295 | +14.8% | 0.34% | +8.6% |
| Q3 2016 | $798,000 | +33.0% | 16,806 | +27.8% | 0.31% | +140.8% |
| Q2 2016 | $600,000 | +170.3% | 13,151 | +168.1% | 0.13% | +32.7% |
| Q1 2016 | $222,000 | +68.2% | 4,905 | +66.6% | 0.10% | +36.1% |
| Q4 2015 | $132,000 | +3.1% | 2,945 | +0.0% | 0.07% | -4.0% |
| Q3 2015 | $128,000 | -3.8% | 2,944 | +4.7% | 0.08% | -27.9% |
| Q2 2015 | $133,000 | -0.7% | 2,811 | 0.0% | 0.10% | +1.0% |
| Q1 2015 | $134,000 | +4.7% | 2,811 | +1.6% | 0.10% | +1.0% |
| Q4 2014 | $128,000 | +1.6% | 2,768 | 0.0% | 0.10% | -4.7% |
| Q3 2014 | $126,000 | +4.1% | 2,768 | +7.7% | 0.11% | +4.9% |
| Q2 2014 | $121,000 | +404.2% | 2,570 | +387.7% | 0.10% | +410.0% |
| Q1 2014 | $24,000 | – | 527 | – | 0.02% | – |
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% |