ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $471,000 | 0.0% | 7,421 | 0.0% | 0.12% | 0.0% |
| Q3 2023 | $471,000 | -3.9% | 7,421 | +0.4% | 0.12% | -0.8% |
| Q2 2023 | $490,000 | +6.5% | 7,393 | +2.1% | 0.12% | -5.3% |
| Q1 2023 | $460,000 | +14.7% | 7,240 | +7.9% | 0.13% | +10.9% |
| Q4 2022 | $401,000 | -99.9% | 6,712 | -0.2% | 0.12% | -4.8% |
| Q3 2022 | $373,000,000 | -6.5% | 6,726 | +1.7% | 0.12% | -2.3% |
| Q2 2022 | $399,000,000 | -8.7% | 6,614 | +4.3% | 0.13% | +2.4% |
| Q1 2022 | $437,000,000 | -1.4% | 6,341 | +4.2% | 0.12% | +0.8% |
| Q4 2021 | $443,000,000 | +4.0% | 6,084 | -0.3% | 0.12% | -2.4% |
| Q3 2021 | $426,000,000 | -1.2% | 6,102 | +0.0% | 0.13% | -2.3% |
| Q2 2021 | $431,000,000 | +2.6% | 6,101 | -3.0% | 0.13% | -5.1% |
| Q1 2021 | $420,000,000 | -0.9% | 6,289 | -4.9% | 0.14% | -13.3% |
| Q4 2020 | $424,000,000 | +6.5% | 6,612 | -3.7% | 0.16% | -6.0% |
| Q3 2020 | $398,000,000 | +3.6% | 6,866 | -1.9% | 0.17% | -2.9% |
| Q2 2020 | $384,000,000 | +17.4% | 6,998 | -1.5% | 0.17% | -2.8% |
| Q1 2020 | $327,000,000 | -20.4% | 7,101 | +0.2% | 0.18% | -3.3% |
| Q4 2019 | $411,000,000 | +5.4% | 7,089 | -0.3% | 0.18% | -2.1% |
| Q3 2019 | $390,000,000 | -8.9% | 7,109 | -8.8% | 0.19% | -10.0% |
| Q2 2019 | $428,000,000 | +2.9% | 7,793 | +1.2% | 0.21% | -3.2% |
| Q1 2019 | $416,000,000 | +7.8% | 7,700 | -97.1% | 0.22% | -6.1% |
| Q4 2018 | $386,000,000 | -13.1% | 264,254 | +3136.4% | 0.23% | -4.6% |
| Q3 2018 | $444,000,000 | +10.2% | 8,165 | +8.5% | 0.24% | -4.4% |
| Q1 2018 | $403,000,000 | +1.8% | 7,525 | +2.5% | 0.25% | 0.0% |
| Q4 2017 | $396,000,000 | -6.6% | 7,344 | -7.1% | 0.25% | -11.0% |
| Q3 2017 | $424,000,000 | +4.2% | 7,906 | +0.6% | 0.28% | 0.0% |
| Q2 2017 | $407,000,000 | -11.3% | 7,860 | -14.5% | 0.28% | -19.6% |
| Q1 2017 | $459,000,000 | -5.2% | 9,197 | -10.2% | 0.35% | -8.1% |
| Q4 2016 | $484,000,000 | +1.7% | 10,244 | +2.3% | 0.38% | -0.5% |
| Q3 2016 | $476,000,000 | +4.4% | 10,017 | +0.7% | 0.38% | -3.0% |
| Q2 2016 | $456,000,000 | +2.7% | 9,951 | +1.7% | 0.40% | -2.5% |
| Q1 2016 | $444,000,000 | +15.0% | 9,780 | +8.8% | 0.41% | +5.7% |
| Q3 2015 | $386,000,000 | -3.3% | 8,992 | +6.4% | 0.38% | +3.2% |
| Q2 2015 | $399,000,000 | +1.8% | 8,449 | +4.1% | 0.37% | +1.9% |
| Q1 2015 | $392,000,000 | +16.7% | 8,118 | +10.6% | 0.37% | +10.2% |
| Q4 2014 | $336,000,000 | – | 7,342 | – | 0.33% | – |
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% |