ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,555,757 | -7.9% | 40,254 | -2.8% | 0.17% | -2.3% |
| Q2 2023 | $2,775,780 | +10.4% | 41,399 | +4.8% | 0.18% | -1.1% |
| Q1 2023 | $2,513,165 | +19.3% | 39,521 | +12.1% | 0.18% | +20.1% |
| Q4 2022 | $2,107,302 | +9.3% | 35,269 | +1.4% | 0.15% | -13.9% |
| Q3 2022 | $1,928,000 | -3.6% | 34,775 | +4.1% | 0.17% | -0.6% |
| Q2 2022 | $2,000,000 | -6.7% | 33,390 | +7.3% | 0.17% | +13.0% |
| Q1 2022 | $2,144,000 | -88.2% | 31,106 | -87.5% | 0.15% | -88.7% |
| Q4 2021 | $18,098,000 | +3.8% | 248,535 | -0.5% | 1.36% | +2.3% |
| Q3 2021 | $17,440,000 | -1.2% | 249,820 | +0.6% | 1.33% | +2.2% |
| Q2 2021 | $17,651,000 | -2.8% | 248,328 | -8.5% | 1.30% | -6.5% |
| Q1 2021 | $18,159,000 | -3.2% | 271,312 | -7.2% | 1.39% | -9.5% |
| Q4 2020 | $18,766,000 | +43.4% | 292,398 | +29.6% | 1.53% | +22.6% |
| Q3 2020 | $13,085,000 | +2.5% | 225,596 | +0.6% | 1.25% | -1.0% |
| Q2 2020 | $12,770,000 | +2.1% | 224,312 | -8.8% | 1.26% | -8.8% |
| Q1 2020 | $12,513,000 | +2.4% | 246,038 | +17.0% | 1.38% | +15.6% |
| Q4 2019 | $12,218,000 | +16.6% | 210,331 | +9.1% | 1.20% | +7.3% |
| Q3 2019 | $10,482,000 | +26.6% | 192,792 | +28.1% | 1.12% | +22.2% |
| Q2 2019 | $8,281,000 | +12.5% | 150,490 | +9.4% | 0.91% | +4.2% |
| Q1 2019 | $7,363,000 | +44.0% | 137,570 | +30.6% | 0.88% | +27.5% |
| Q4 2018 | $5,112,000 | +79.0% | 105,297 | +101.4% | 0.69% | +94.9% |
| Q3 2018 | $2,856,000 | +60.4% | 52,271 | +56.8% | 0.35% | +47.1% |
| Q2 2018 | $1,781,000 | +13.4% | 33,346 | +13.6% | 0.24% | +5.3% |
| Q1 2018 | $1,570,000 | +3.6% | 29,353 | +4.3% | 0.23% | -7.3% |
| Q4 2017 | $1,516,000 | – | 28,140 | – | 0.25% | – |
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% |