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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $79,000 | -4.8% | 775 | 0.0% | 0.03% | +12.5% |
| Q1 2022 | $83,000 | -7.8% | 775 | -1.3% | 0.02% | -4.0% |
| Q4 2021 | $90,000 | -28.0% | 785 | -27.6% | 0.02% | -32.4% |
| Q3 2021 | $125,000 | 0.0% | 1,085 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $125,000 | +0.8% | 1,085 | 0.0% | 0.04% | -7.5% |
| Q1 2021 | $124,000 | -3.1% | 1,085 | 0.0% | 0.04% | -7.0% |
| Q4 2020 | $128,000 | 0.0% | 1,085 | 0.0% | 0.04% | -12.2% |
| Q3 2020 | $128,000 | 0.0% | 1,085 | 0.0% | 0.05% | -7.5% |
| Q2 2020 | $128,000 | +2.4% | 1,085 | 0.0% | 0.05% | -19.7% |
| Q1 2020 | $125,000 | +22.5% | 1,085 | +18.6% | 0.07% | +40.4% |
| Q4 2019 | $102,000 | -1.9% | 915 | 0.0% | 0.05% | -11.3% |
| Q3 2019 | $104,000 | +35.1% | 915 | +32.6% | 0.05% | +35.9% |
| Q2 2019 | $77,000 | +2.7% | 690 | 0.0% | 0.04% | +2.6% |
| Q1 2019 | $75,000 | +2.7% | 690 | 0.0% | 0.04% | -11.6% |
| Q4 2018 | $73,000 | 0.0% | 690 | 0.0% | 0.04% | +13.2% |
| Q3 2018 | $73,000 | -1.4% | 690 | -1.4% | 0.04% | -13.6% |
| Q2 2018 | $74,000 | -1.3% | 700 | 0.0% | 0.04% | -4.3% |
| Q1 2018 | $75,000 | -2.6% | 700 | 0.0% | 0.05% | -4.2% |
| Q4 2017 | $77,000 | 0.0% | 700 | 0.0% | 0.05% | -5.9% |
| Q3 2017 | $77,000 | -12.5% | 700 | -12.5% | 0.05% | -13.6% |
| Q2 2017 | $88,000 | +1.1% | 800 | 0.0% | 0.06% | -6.3% |
| Q1 2017 | $87,000 | +1.2% | 800 | 0.0% | 0.06% | -8.7% |
| Q4 2016 | $86,000 | – | 800 | – | 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% |