Waterloo Capital, L.P. - ISHARES TR ownership

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
Waterloo Capital, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,753,684
-28.1%
232,378
-24.9%
4.33%
-28.5%
Q2 2023$20,518,561
+74.0%
309,294
+66.8%
6.06%
+66.1%
Q1 2023$11,793,536
+408.8%
185,462
+279.8%
3.65%
+121.6%
Q1 2020$2,318,00048,8351.65%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Waterloo Capital, L.P. 232,378$14,753,6844.33%
Fort Henry Capital, LLC 49,682$3,154,3102.70%
Consilium Wealth Advisory, LLC 54,792$3,478,7342.44%
Archvest Wealth Advisors, Inc. 83,934$5,444,6802.22%
NORTHWEST WEALTH MANAGEMENT, LLC 77,304$4,908,0461.77%
UNIQUE WEALTH, LLC 66,436$4,218,0091.76%
PATTON ALBERTSON MILLER GROUP, LLC 112,648$7,152,0051.40%
Weaver Consulting Group 36,653$2,327,1191.05%
Buttonwood Financial Group, LLC 23,079$1,419,5871.04%
LBMC INVESTMENT ADVISORS, LLC 141,404$8,785,4600.94%
View complete list of ISHARES TR shareholders