ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 174 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,118 | -1.5% | 6,239 | +2.9% | 0.10% | +6.4% |
| Q2 2023 | $402,284 | +4.0% | 6,064 | -0.3% | 0.09% | -1.1% |
| Q1 2023 | $386,766 | +6.4% | 6,082 | 0.0% | 0.10% | +4.4% |
| Q4 2022 | $363,410 | -5.6% | 6,082 | -12.3% | 0.09% | -8.1% |
| Q3 2022 | $385,000 | -1.5% | 6,937 | +6.3% | 0.10% | +1.0% |
| Q2 2022 | $391,000 | -6.0% | 6,528 | +8.3% | 0.10% | -1.0% |
| Q1 2022 | $416,000 | -3.7% | 6,029 | +1.7% | 0.10% | -2.9% |
| Q4 2021 | $432,000 | +5.9% | 5,930 | +1.4% | 0.10% | -4.7% |
| Q3 2021 | $408,000 | -1.4% | 5,851 | -0.1% | 0.11% | -5.3% |
| Q2 2021 | $414,000 | +5.9% | 5,857 | +38946.7% | 0.11% | -3.4% |
| Q1 2021 | $391,000 | +2.4% | 15 | -99.7% | 0.12% | -8.6% |
| Q4 2020 | $382,000 | +11.0% | 5,956 | +0.9% | 0.13% | +2.4% |
| Q3 2020 | $344,000 | +6.8% | 5,901 | -1.2% | 0.12% | +0.8% |
| Q2 2020 | $322,000 | +22.0% | 5,975 | +7.6% | 0.12% | +5.1% |
| Q1 2020 | $264,000 | -12.9% | 5,552 | +6.4% | 0.12% | -8.5% |
| Q4 2019 | $303,000 | – | 5,217 | – | 0.13% | – |
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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% |