ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,235 | -6.6% | 8,477 | -2.4% | 0.26% | -2.6% |
| Q2 2023 | $576,135 | +5.8% | 8,685 | +1.4% | 0.27% | +1.5% |
| Q1 2023 | $544,505 | +9.2% | 8,563 | +2.6% | 0.27% | +3.1% |
| Q4 2022 | $498,621 | +8.2% | 8,345 | +0.3% | 0.26% | +8.8% |
| Q3 2022 | $461,000 | -4.0% | 8,316 | +3.8% | 0.24% | +0.8% |
| Q2 2022 | $480,000 | -13.0% | 8,015 | +0.1% | 0.24% | -5.6% |
| Q1 2022 | $552,000 | -5.2% | 8,007 | +0.1% | 0.25% | -1.2% |
| Q4 2021 | $582,000 | -3.2% | 7,998 | -7.1% | 0.25% | -5.9% |
| Q3 2021 | $601,000 | -0.5% | 8,613 | +0.7% | 0.27% | -1.1% |
| Q2 2021 | $604,000 | – | 8,556 | – | 0.27% | – |
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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% |