ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,532,362 | +3.8% | 39,823 | -2.5% | 1.26% | +13.4% |
| Q4 2022 | $2,439,688 | +13.6% | 40,832 | +5.4% | 1.11% | -2.0% |
| Q3 2022 | $2,148,000 | -7.9% | 38,738 | -0.5% | 1.13% | +9.9% |
| Q2 2022 | $2,331,000 | -18.9% | 38,923 | -6.7% | 1.03% | +13.5% |
| Q1 2022 | $2,876,000 | -10.9% | 41,719 | -5.8% | 0.91% | -36.4% |
| Q4 2021 | $3,227,000 | +0.3% | 44,309 | -3.8% | 1.43% | -7.1% |
| Q3 2021 | $3,216,000 | -1.2% | 46,070 | +0.0% | 1.54% | +2.3% |
| Q2 2021 | $3,254,000 | +4.1% | 46,063 | -1.4% | 1.50% | -4.9% |
| Q1 2021 | $3,126,000 | +4.7% | 46,711 | +0.4% | 1.58% | -1.3% |
| Q4 2020 | $2,987,000 | +7.4% | 46,536 | -3.0% | 1.60% | -13.6% |
| Q3 2020 | $2,782,000 | -5.2% | 47,972 | -10.3% | 1.85% | +3.7% |
| Q2 2020 | $2,935,000 | +9.6% | 53,481 | -5.2% | 1.79% | -7.1% |
| Q1 2020 | $2,678,000 | -35.7% | 56,422 | -21.5% | 1.92% | +10.9% |
| Q4 2019 | $4,167,000 | -1.5% | 71,845 | -6.7% | 1.73% | -7.2% |
| Q3 2019 | $4,230,000 | -6.5% | 77,016 | -6.1% | 1.87% | -9.0% |
| Q2 2019 | $4,522,000 | -4.0% | 81,986 | -6.8% | 2.05% | -4.3% |
| Q1 2019 | $4,709,000 | -21.0% | 87,985 | -28.3% | 2.14% | -22.8% |
| Q4 2018 | $5,959,000 | -37.6% | 122,743 | -29.8% | 2.78% | -22.6% |
| Q3 2018 | $9,553,000 | -3.3% | 174,861 | -5.5% | 3.59% | -13.2% |
| Q2 2018 | $9,878,000 | +0.9% | 184,980 | +1.1% | 4.13% | -2.0% |
| Q1 2018 | $9,789,000 | -6.9% | 182,968 | -6.2% | 4.22% | -1.0% |
| Q4 2017 | $10,513,000 | -1.5% | 195,124 | -2.0% | 4.26% | -6.7% |
| Q3 2017 | $10,671,000 | +5.2% | 199,151 | +1.7% | 4.56% | +4.4% |
| Q2 2017 | $10,144,000 | +56.9% | 195,865 | +51.3% | 4.37% | +40.8% |
| Q1 2017 | $6,464,000 | +19.5% | 129,429 | +13.0% | 3.10% | +9.4% |
| Q4 2016 | $5,407,000 | – | 114,496 | – | 2.84% | – |
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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% |