ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $424,942 | +7.9% | 7,112 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $394,000 | -7.5% | 7,112 | 0.0% | 0.04% | -5.4% |
| Q2 2022 | $426,000 | -13.1% | 7,112 | 0.0% | 0.04% | -2.6% |
| Q1 2022 | $490,000 | -5.4% | 7,112 | 0.0% | 0.04% | -2.6% |
| Q4 2021 | $518,000 | +4.4% | 7,112 | 0.0% | 0.04% | -2.5% |
| Q3 2021 | $496,000 | -1.2% | 7,112 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $502,000 | +5.5% | 7,112 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $476,000 | -48.9% | 7,112 | -50.0% | 0.04% | 0.0% |
| Q4 2020 | $932,000 | +126.2% | 14,224 | +100.0% | 0.04% | +2.4% |
| Q3 2020 | $412,000 | +5.6% | 7,112 | 0.0% | 0.04% | -2.4% |
| Q2 2020 | $390,000 | +15.4% | 7,112 | 0.0% | 0.04% | -2.3% |
| Q1 2020 | $338,000 | -18.0% | 7,112 | 0.0% | 0.04% | -6.5% |
| Q4 2019 | $412,000 | +5.4% | 7,112 | 0.0% | 0.05% | -2.1% |
| Q3 2019 | $391,000 | -0.3% | 7,112 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $392,000 | +2.9% | 7,112 | 0.0% | 0.05% | +6.8% |
| Q1 2019 | $381,000 | +10.4% | 7,112 | 0.0% | 0.04% | -2.2% |
| Q4 2018 | $345,000 | -11.3% | 7,112 | 0.0% | 0.04% | -2.2% |
| Q3 2018 | $389,000 | +2.4% | 7,112 | 0.0% | 0.05% | -2.1% |
| Q2 2018 | $380,000 | 0.0% | 7,112 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $380,000 | -0.8% | 7,112 | 0.0% | 0.05% | +2.2% |
| Q4 2017 | $383,000 | +0.5% | 7,112 | 0.0% | 0.05% | -2.1% |
| Q3 2017 | $381,000 | +3.5% | 7,112 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $368,000 | +3.7% | 7,112 | 0.0% | 0.05% | +2.2% |
| Q1 2017 | $355,000 | +5.7% | 7,112 | 0.0% | 0.05% | -11.5% |
| Q4 2016 | $336,000 | -0.6% | 7,112 | 0.0% | 0.05% | +2.0% |
| Q3 2016 | $338,000 | +3.7% | 7,112 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $326,000 | +1.2% | 7,112 | 0.0% | 0.05% | -1.9% |
| Q1 2016 | $322,000 | – | 7,112 | – | 0.05% | – |
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% |