ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $337,000 | +25.3% | 4,772 | +18.9% | 0.03% | +3.4% |
| Q1 2021 | $269,000 | +11.2% | 4,012 | +8.8% | 0.03% | -9.4% |
| Q4 2020 | $242,000 | -78.6% | 3,689 | -81.1% | 0.03% | -83.4% |
| Q4 2019 | $1,133,000 | -43.4% | 19,526 | -46.4% | 0.19% | -51.5% |
| Q3 2019 | $2,000,000 | +1.8% | 36,425 | +2.2% | 0.40% | -11.2% |
| Q2 2019 | $1,964,000 | -9.3% | 35,635 | -12.0% | 0.45% | -19.0% |
| Q1 2019 | $2,166,000 | -66.7% | 40,501 | -69.7% | 0.55% | -65.4% |
| Q4 2018 | $6,500,000 | +2188.7% | 133,882 | +2476.6% | 1.60% | +2058.1% |
| Q3 2018 | $284,000 | -5.6% | 5,196 | -5.4% | 0.07% | -47.1% |
| Q4 2017 | $301,000 | -23.2% | 5,490 | -24.8% | 0.14% | -42.1% |
| Q3 2017 | $392,000 | +5.7% | 7,300 | +0.9% | 0.24% | -5.1% |
| Q2 2017 | $371,000 | +27.5% | 7,233 | +23.3% | 0.26% | +15.9% |
| Q1 2017 | $291,000 | -13.1% | 5,865 | -17.7% | 0.22% | -31.0% |
| Q4 2016 | $335,000 | 0.0% | 7,123 | 0.0% | 0.32% | +4.2% |
| Q3 2016 | $335,000 | -22.1% | 7,123 | -24.0% | 0.31% | -18.2% |
| Q2 2016 | $430,000 | +3.1% | 9,376 | +1.7% | 0.37% | +14.7% |
| Q1 2016 | $417,000 | – | 9,221 | – | 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% |