ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $885,242 | +23.7% | 13,943 | +16.4% | 0.20% | +15.2% |
Q2 2023 | $715,805 | 0.0% | 11,980 | 0.0% | 0.17% | -1.7% |
Q1 2023 | $715,805 | 0.0% | 11,980 | 0.0% | 0.17% | +0.6% |
Q4 2022 | $715,805 | +61.9% | 11,980 | +53.6% | 0.17% | +51.8% |
Q3 2022 | $442,000 | +11.1% | 7,801 | +19.6% | 0.11% | +14.0% |
Q2 2022 | $398,000 | +23.6% | 6,522 | +39.7% | 0.10% | +35.1% |
Q1 2022 | $322,000 | -5.3% | 4,670 | +0.1% | 0.07% | -8.6% |
Q4 2021 | $340,000 | +4.3% | 4,665 | 0.0% | 0.08% | -5.8% |
Q3 2021 | $326,000 | +10.9% | 4,665 | +12.2% | 0.09% | +11.7% |
Q2 2021 | $294,000 | +7.3% | 4,159 | +1.5% | 0.08% | -2.5% |
Q1 2021 | $274,000 | +32.4% | 4,098 | +27.1% | 0.08% | +19.7% |
Q4 2020 | $207,000 | +21.1% | 3,225 | +9.4% | 0.07% | +100.0% |
Q3 2020 | $171,000 | +18.8% | 2,949 | +12.8% | 0.03% | -38.9% |
Q2 2020 | $144,000 | -84.1% | 2,615 | -83.3% | 0.05% | -85.3% |
Q4 2019 | $908,000 | +6.7% | 15,656 | +1.0% | 0.37% | +26.1% |
Q3 2019 | $851,000 | -3.0% | 15,503 | -2.5% | 0.29% | -17.1% |
Q2 2019 | $877,000 | -3.5% | 15,904 | -6.4% | 0.35% | -7.9% |
Q1 2019 | $909,000 | – | 16,990 | – | 0.38% | – |
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% |