ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,008,391 | -5.2% | 15,883 | -1.0% | 0.31% | -2.5% |
| Q2 2023 | $1,064,029 | +5.2% | 16,039 | +0.9% | 0.32% | -7.8% |
| Q1 2023 | $1,011,234 | +5.3% | 15,902 | -1.0% | 0.34% | -10.2% |
| Q4 2022 | $960,083 | -1.3% | 16,068 | -8.5% | 0.38% | -5.7% |
| Q3 2022 | $973,000 | -8.3% | 17,554 | -0.9% | 0.41% | -12.3% |
| Q2 2022 | $1,061,000 | -21.9% | 17,720 | -10.1% | 0.46% | -3.7% |
| Q1 2022 | $1,359,000 | +448.0% | 19,718 | +478.7% | 0.48% | +473.8% |
| Q4 2021 | $248,000 | – | 3,407 | – | 0.08% | – |
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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% |