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 | $1,221,866 | +1.1% | 19,245 | +5.7% | 0.28% | +3.0% |
Q2 2023 | $1,208,185 | +11.7% | 18,212 | +7.0% | 0.27% | +6.3% |
Q1 2023 | $1,082,112 | +11.4% | 17,017 | +4.7% | 0.25% | +0.8% |
Q4 2022 | $971,176 | +14.1% | 16,254 | +5.9% | 0.25% | +10.0% |
Q3 2022 | $851,000 | -6.1% | 15,355 | +1.5% | 0.23% | +8.0% |
Q2 2022 | $906,000 | -8.0% | 15,121 | +5.8% | 0.21% | +5.5% |
Q1 2022 | $985,000 | -5.4% | 14,292 | -0.0% | 0.20% | -5.2% |
Q4 2021 | $1,041,000 | +14.9% | 14,298 | +10.1% | 0.21% | +7.6% |
Q3 2021 | $906,000 | +5.1% | 12,982 | +6.4% | 0.20% | +1.0% |
Q2 2021 | $862,000 | +9.9% | 12,198 | +4.2% | 0.20% | +2.6% |
Q1 2021 | $784,000 | +0.5% | 11,711 | -3.6% | 0.19% | -3.1% |
Q4 2020 | $780,000 | +10.2% | 12,147 | -0.5% | 0.20% | -1.5% |
Q3 2020 | $708,000 | +13.8% | 12,203 | +7.7% | 0.20% | +1.5% |
Q2 2020 | $622,000 | +54.0% | 11,328 | +33.1% | 0.20% | -8.0% |
Q1 2020 | $404,000 | +58.4% | 8,513 | +93.7% | 0.21% | +82.1% |
Q4 2019 | $255,000 | – | 4,394 | – | 0.12% | – |
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% |