ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $253,660 | -10.4% | 4,006 | -6.1% | 0.14% | -7.4% |
Q2 2023 | $283,006 | -17.4% | 4,266 | -20.9% | 0.15% | -23.3% |
Q1 2023 | $342,750 | -3.7% | 5,390 | -9.5% | 0.19% | -13.8% |
Q4 2022 | $355,752 | -5.6% | 5,954 | -12.5% | 0.22% | -19.4% |
Q3 2022 | $377,000 | -7.8% | 6,802 | -0.5% | 0.28% | -5.4% |
Q2 2022 | $409,000 | -15.0% | 6,837 | -1.5% | 0.29% | -4.5% |
Q1 2022 | $481,000 | -11.9% | 6,943 | -7.0% | 0.31% | -23.0% |
Q4 2021 | $546,000 | -13.5% | 7,462 | -17.4% | 0.40% | -21.6% |
Q3 2021 | $631,000 | -1.6% | 9,034 | -1.1% | 0.51% | -1.9% |
Q2 2021 | $641,000 | +1.9% | 9,134 | +0.9% | 0.52% | -3.2% |
Q1 2021 | $629,000 | +9.2% | 9,055 | +0.9% | 0.54% | -2.7% |
Q4 2020 | $576,000 | – | 8,978 | – | 0.55% | – |
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% |