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 | $408,151 | -8.6% | 6,428 | -4.5% | 0.01% | -10.0% |
| Q2 2023 | $446,457 | -6.0% | 6,729 | -9.9% | 0.01% | -23.1% |
| Q1 2023 | $474,943 | -4.9% | 7,468 | -10.7% | 0.01% | 0.0% |
| Q4 2022 | $499,649 | +9.3% | 8,362 | +1.4% | 0.01% | 0.0% |
| Q3 2022 | $457,000 | -8.6% | 8,246 | -1.1% | 0.01% | 0.0% |
| Q2 2022 | $500,000 | +0.6% | 8,341 | +15.7% | 0.01% | +18.2% |
| Q1 2022 | $497,000 | -6.4% | 7,207 | -1.1% | 0.01% | -8.3% |
| Q4 2021 | $531,000 | +5.8% | 7,288 | +1.4% | 0.01% | -7.7% |
| Q3 2021 | $502,000 | +14.1% | 7,186 | +15.3% | 0.01% | +18.2% |
| Q2 2021 | $440,000 | +25.4% | 6,231 | +18.9% | 0.01% | +10.0% |
| Q1 2021 | $351,000 | +40.4% | 5,239 | +34.4% | 0.01% | +42.9% |
| Q4 2020 | $250,000 | -73.2% | 3,899 | -75.8% | 0.01% | -77.4% |
| Q3 2020 | $933,000 | -28.8% | 16,092 | -32.6% | 0.03% | -34.0% |
| Q2 2020 | $1,310,000 | +10.5% | 23,863 | -4.4% | 0.05% | -13.0% |
| Q1 2020 | $1,185,000 | -25.0% | 24,964 | -8.3% | 0.05% | -12.9% |
| Q4 2019 | $1,580,000 | +10.0% | 27,234 | +4.1% | 0.06% | 0.0% |
| Q3 2019 | $1,437,000 | -4.5% | 26,164 | -4.1% | 0.06% | -4.6% |
| Q2 2019 | $1,505,000 | -7.9% | 27,292 | -10.6% | 0.06% | -11.0% |
| Q1 2019 | $1,634,000 | +7.4% | 30,531 | -2.6% | 0.07% | -6.4% |
| Q4 2018 | $1,522,000 | -24.6% | 31,356 | -15.2% | 0.08% | -13.3% |
| Q3 2018 | $2,019,000 | -6.6% | 36,964 | -8.7% | 0.09% | -6.2% |
| Q2 2018 | $2,161,000 | +1.2% | 40,467 | +1.4% | 0.10% | +6.7% |
| Q1 2018 | $2,135,000 | +3.1% | 39,911 | +3.9% | 0.09% | -3.2% |
| Q4 2017 | $2,070,000 | +16.0% | 38,415 | +15.4% | 0.09% | +10.7% |
| Q3 2017 | $1,784,000 | +4.6% | 33,300 | +1.2% | 0.08% | -4.5% |
| Q2 2017 | $1,705,000 | +8.0% | 32,920 | +4.2% | 0.09% | -1.1% |
| Q1 2017 | $1,578,000 | +31.0% | 31,595 | +23.8% | 0.09% | +18.7% |
| Q4 2016 | $1,205,000 | +49.1% | 25,525 | +49.9% | 0.08% | +36.4% |
| Q3 2016 | $808,000 | – | 17,023 | – | 0.06% | – |
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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% |