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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,291,058 | +0.0% | 429,848 | +4.5% | 0.10% | -0.9% |
| Q2 2023 | $27,289,154 | +105186.3% | 411,352 | +0.9% | 0.11% | -4.5% |
| Q1 2023 | $25,919 | +8.1% | 407,598 | +1.6% | 0.11% | -8.3% |
| Q4 2022 | $23,981 | -99.9% | 401,361 | +1.3% | 0.12% | +6.1% |
| Q3 2022 | $21,961,000 | -6.8% | 396,052 | +0.7% | 0.11% | -8.8% |
| Q2 2022 | $23,561,000 | -10.6% | 393,411 | +2.9% | 0.12% | -1.6% |
| Q1 2022 | $26,358,000 | -6.8% | 382,346 | -1.5% | 0.13% | -3.8% |
| Q4 2021 | $28,274,000 | +8.3% | 388,274 | +3.9% | 0.13% | -3.6% |
| Q3 2021 | $26,099,000 | +0.3% | 373,871 | +1.5% | 0.14% | -6.8% |
| Q2 2021 | $26,028,000 | +5.1% | 368,408 | -0.4% | 0.15% | -12.5% |
| Q1 2021 | $24,754,000 | +176714.3% | 369,854 | +122368.2% | 0.17% | – |
| Q1 2020 | $14,000 | – | 302 | – | 0.00% | – |
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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% |