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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,264 | -6.9% | 2,430 | -2.8% | 0.05% | -5.9% |
| Q2 2023 | $165,766 | +38.9% | 2,499 | +34.4% | 0.05% | +45.7% |
| Q1 2023 | $119,305 | -28.4% | 1,859 | -33.3% | 0.04% | -34.0% |
| Q4 2022 | $166,558 | +23.4% | 2,788 | +14.4% | 0.05% | +12.8% |
| Q3 2022 | $135,000 | -13.5% | 2,436 | -6.8% | 0.05% | -11.3% |
| Q2 2022 | $156,000 | -8.2% | 2,613 | +5.8% | 0.05% | -1.9% |
| Q1 2022 | $170,000 | +29.8% | 2,469 | +37.5% | 0.05% | +20.0% |
| Q4 2021 | $131,000 | +22.4% | 1,796 | +17.6% | 0.04% | +7.1% |
| Q3 2021 | $107,000 | +42.7% | 1,527 | +36.8% | 0.04% | +31.2% |
| Q1 2021 | $75,000 | – | 1,116 | – | 0.03% | – |
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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% |