ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 219 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $892,801 | +266.3% | 13,816 | +276.0% | 0.06% | +276.5% |
| Q2 2023 | $243,737 | +16.3% | 3,674 | +11.4% | 0.02% | +13.3% |
| Q1 2023 | $209,665 | +1.3% | 3,297 | +10.2% | 0.02% | +7.1% |
| Q1 2022 | $207,000 | -5.0% | 2,991 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $218,000 | -19.9% | 2,991 | -3.1% | 0.01% | -22.2% |
| Q3 2021 | $272,000 | +28.9% | 3,086 | +3.5% | 0.02% | +28.6% |
| Q2 2021 | $211,000 | +1.4% | 2,983 | -3.8% | 0.01% | -6.7% |
| Q1 2021 | $208,000 | -76.6% | 3,101 | -45.8% | 0.02% | -75.4% |
| Q4 2020 | $887,000 | +334.8% | 5,724 | +62.6% | 0.06% | +258.8% |
| Q3 2020 | $204,000 | -83.0% | 3,521 | -80.9% | 0.02% | -85.1% |
| Q2 2020 | $1,199,000 | +385.4% | 18,413 | +253.8% | 0.11% | +225.7% |
| Q1 2020 | $247,000 | -6.4% | 5,204 | +14.1% | 0.04% | +25.0% |
| Q4 2019 | $264,000 | +10.5% | 4,559 | +4.7% | 0.03% | +3.7% |
| Q3 2019 | $239,000 | +6.2% | 4,355 | +6.9% | 0.03% | +3.8% |
| Q2 2019 | $225,000 | -7.4% | 4,072 | -10.2% | 0.03% | -13.3% |
| Q1 2019 | $243,000 | -10.0% | 4,536 | -8.1% | 0.03% | 0.0% |
| Q3 2018 | $270,000 | +23.9% | 4,934 | +20.8% | 0.03% | +15.4% |
| Q2 2018 | $218,000 | +2.8% | 4,086 | +3.3% | 0.03% | -7.1% |
| Q1 2018 | $212,000 | – | 3,955 | – | 0.03% | – |
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% |