ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,041,728 | +0.8% | 47,909 | +5.4% | 0.14% | +0.7% |
| Q2 2023 | $3,016,329 | +6.5% | 45,468 | +2.1% | 0.14% | -3.5% |
| Q1 2023 | $2,832,661 | +10.1% | 44,546 | +3.5% | 0.14% | -2.1% |
| Q4 2022 | $2,572,131 | +12.0% | 43,048 | +4.0% | 0.14% | +18.0% |
| Q3 2022 | $2,296,000 | -7.7% | 41,398 | -0.3% | 0.12% | -22.3% |
| Q2 2022 | $2,487,000 | -14.1% | 41,521 | -1.1% | 0.16% | -19.9% |
| Q1 2022 | $2,895,000 | -2.8% | 41,999 | +2.7% | 0.20% | +5.9% |
| Q4 2021 | $2,977,000 | +7.6% | 40,885 | +3.2% | 0.18% | -3.6% |
| Q3 2021 | $2,767,000 | +2.0% | 39,631 | +3.3% | 0.19% | -1.5% |
| Q2 2021 | $2,712,000 | +16.1% | 38,381 | +10.0% | 0.20% | +0.5% |
| Q1 2021 | $2,336,000 | +10.4% | 34,902 | +5.9% | 0.19% | -4.0% |
| Q4 2020 | $2,115,000 | +11.3% | 32,947 | +0.5% | 0.20% | -5.6% |
| Q3 2020 | $1,901,000 | +8.9% | 32,772 | +3.1% | 0.21% | -4.9% |
| Q2 2020 | $1,745,000 | +17.6% | 31,789 | +1.7% | 0.22% | -5.5% |
| Q1 2020 | $1,484,000 | -11.8% | 31,269 | +7.8% | 0.24% | -2.9% |
| Q4 2019 | $1,682,000 | +26.3% | 29,007 | +19.6% | 0.24% | +13.4% |
| Q3 2019 | $1,332,000 | +32.3% | 24,248 | +32.8% | 0.22% | +25.6% |
| Q2 2019 | $1,007,000 | +39.1% | 18,253 | +35.0% | 0.17% | +29.3% |
| Q1 2019 | $724,000 | +1.0% | 13,523 | -8.4% | 0.13% | -17.9% |
| Q4 2018 | $717,000 | +62.6% | 14,763 | +83.1% | 0.16% | +44.6% |
| Q3 2018 | $441,000 | +16.4% | 8,065 | +13.5% | 0.11% | +8.7% |
| Q2 2018 | $379,000 | +51.0% | 7,104 | +51.5% | 0.10% | +43.1% |
| Q1 2018 | $251,000 | – | 4,690 | – | 0.07% | – |
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% |