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 | $316,437 | -3.9% | 4,984 | +0.4% | 0.05% | 0.0% |
| Q2 2023 | $329,380 | +6.5% | 4,965 | +2.1% | 0.05% | -3.6% |
| Q1 2023 | $309,283 | +6.8% | 4,864 | +0.3% | 0.06% | -1.8% |
| Q4 2022 | $289,673 | -8.6% | 4,848 | -15.2% | 0.06% | -16.4% |
| Q3 2022 | $317,000 | -7.0% | 5,716 | +0.4% | 0.07% | -6.9% |
| Q2 2022 | $341,000 | -14.5% | 5,692 | -1.7% | 0.07% | -4.0% |
| Q1 2022 | $399,000 | -5.5% | 5,789 | 0.0% | 0.08% | -7.4% |
| Q4 2021 | $422,000 | +8.5% | 5,789 | +3.8% | 0.08% | +1.2% |
| Q3 2021 | $389,000 | -1.0% | 5,577 | +0.3% | 0.08% | -9.1% |
| Q2 2021 | $393,000 | +5.6% | 5,562 | +0.1% | 0.09% | -3.3% |
| Q1 2021 | $372,000 | +4.2% | 5,557 | -0.2% | 0.09% | +1.1% |
| Q4 2020 | $357,000 | +19.8% | 5,566 | +8.3% | 0.09% | -15.9% |
| Q3 2020 | $298,000 | +5.3% | 5,141 | 0.0% | 0.11% | -1.8% |
| Q2 2020 | $283,000 | +19.9% | 5,141 | +3.7% | 0.11% | 0.0% |
| Q1 2020 | $236,000 | -11.3% | 4,958 | +8.1% | 0.11% | +12.4% |
| Q4 2019 | $266,000 | +5.6% | 4,585 | +0.2% | 0.10% | -1.0% |
| Q3 2019 | $252,000 | 0.0% | 4,577 | +0.5% | 0.10% | -2.0% |
| Q2 2019 | $252,000 | -3.1% | 4,555 | -6.1% | 0.10% | -7.4% |
| Q1 2019 | $260,000 | -1.1% | 4,853 | -10.3% | 0.11% | -18.2% |
| Q4 2018 | $263,000 | – | 5,411 | – | 0.13% | – |
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% |