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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $264,000 | +18.9% | 4,109 | +7.5% | 0.16% | +4.5% |
| Q3 2020 | $222,000 | +6.7% | 3,821 | +0.7% | 0.16% | -4.9% |
| Q2 2020 | $208,000 | -1.0% | 3,793 | +4.7% | 0.16% | -4.7% |
| Q4 2019 | $210,000 | -12.1% | 3,623 | -16.8% | 0.17% | -19.6% |
| Q3 2019 | $239,000 | +17.2% | 4,356 | +17.6% | 0.21% | +13.2% |
| Q2 2019 | $204,000 | -20.6% | 3,705 | -22.9% | 0.19% | -23.8% |
| Q1 2019 | $257,000 | +11.7% | 4,805 | +1.4% | 0.25% | 0.0% |
| Q4 2018 | $230,000 | +66.7% | 4,739 | +83.0% | 0.25% | +101.6% |
| Q2 2018 | $138,000 | -15.3% | 2,589 | -14.8% | 0.12% | -16.3% |
| Q1 2018 | $163,000 | -2.4% | 3,039 | -1.9% | 0.15% | -3.9% |
| Q4 2017 | $167,000 | – | 3,098 | – | 0.15% | – |
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% |