ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 229 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,469 | +2.2% | 3,441 | +6.8% | 0.11% | +0.9% |
| Q2 2023 | $213,814 | -50.3% | 3,223 | -52.4% | 0.11% | -52.3% |
| Q1 2023 | $430,504 | +4.9% | 6,770 | -1.4% | 0.24% | -5.6% |
| Q4 2022 | $410,423 | +56.1% | 6,869 | +44.9% | 0.25% | +54.7% |
| Q3 2022 | $263,000 | -25.3% | 4,739 | -19.4% | 0.16% | -31.8% |
| Q2 2022 | $352,000 | -11.8% | 5,881 | +1.5% | 0.24% | -2.1% |
| Q1 2022 | $399,000 | -2.4% | 5,794 | +3.1% | 0.24% | -3.6% |
| Q4 2021 | $409,000 | +6.2% | 5,620 | +2.0% | 0.25% | -1.6% |
| Q3 2021 | $385,000 | +8.5% | 5,509 | +9.6% | 0.25% | +2.0% |
| Q2 2021 | $355,000 | +14.5% | 5,027 | +8.4% | 0.25% | +15.3% |
| Q1 2021 | $310,000 | +17.0% | 4,637 | +12.5% | 0.22% | +9.6% |
| Q4 2020 | $265,000 | +12.3% | 4,123 | +1.5% | 0.20% | -2.5% |
| Q3 2020 | $236,000 | +9.3% | 4,062 | +3.1% | 0.20% | +4.1% |
| Q2 2020 | $216,000 | +2.4% | 3,941 | +8.2% | 0.19% | +11.5% |
| Q4 2019 | $211,000 | – | 3,641 | – | 0.17% | – |
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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% |