ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $179,296 | +56.8% | 2,824 | +63.8% | 0.00% | +50.0% |
| Q2 2023 | $114,370 | +4.3% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $109,629 | +6.4% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $103,009 | +7.3% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $96,000 | -6.8% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $103,000 | -13.4% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $119,000 | +29.3% | 1,724 | +35.9% | 0.00% | +100.0% |
| Q4 2021 | $92,000 | +3.4% | 1,269 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $89,000 | -1.1% | 1,269 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $90,000 | -99.9% | 1,269 | -35.3% | 0.00% | +100.0% |
| Q1 2021 | $131,316,000 | +208338.1% | 1,962 | +100.0% | 0.00% | 0.0% |
| Q4 2020 | $63,000 | +10.5% | 981 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $57,000 | +5.6% | 981 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $54,000 | +38.5% | 981 | +16.8% | 0.00% | +100.0% |
| Q1 2020 | $39,000 | +333.3% | 840 | +409.1% | 0.00% | – |
| Q3 2019 | $9,000 | +125.0% | 165 | +120.0% | 0.00% | – |
| Q2 2019 | $4,000 | -63.6% | 75 | -64.6% | 0.00% | -100.0% |
| Q1 2018 | $11,000 | – | 212 | – | 0.00% | – |
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% |