ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $564,509 | +14.5% | 8,891 | +19.6% | 0.04% | -4.4% |
Q2 2023 | $493,138 | -21.9% | 7,433 | -25.1% | 0.04% | +12.5% |
Q1 2023 | $631,367 | +37.4% | 9,929 | -1.9% | 0.04% | -13.0% |
Q4 2022 | $459,345 | -80.5% | 10,119 | +10.0% | 0.05% | -49.5% |
Q3 2022 | $2,361,000 | +1003.3% | 9,199 | +157.5% | 0.09% | +203.3% |
Q2 2022 | $214,000 | -12.3% | 3,573 | +0.9% | 0.03% | +15.4% |
Q1 2022 | $244,000 | -2.0% | 3,541 | +3.7% | 0.03% | 0.0% |
Q4 2021 | $249,000 | +6.4% | 3,414 | +5.7% | 0.03% | -13.3% |
Q3 2021 | $234,000 | +14.7% | 3,231 | -8.5% | 0.03% | -43.4% |
Q4 2019 | $204,000 | – | 3,530 | – | 0.05% | – |
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% |