ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 229 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $520,364 | -6.2% | 8,196 | -2.0% | 0.16% | -6.6% |
| Q2 2023 | $554,801 | +4.3% | 8,363 | 0.0% | 0.17% | -1.2% |
| Q1 2023 | $531,803 | -6.4% | 8,363 | -12.1% | 0.17% | -11.5% |
| Q4 2022 | $568,342 | +13.9% | 9,512 | +5.7% | 0.19% | +2.7% |
| Q3 2022 | $499,000 | -7.4% | 8,997 | 0.0% | 0.19% | -2.6% |
| Q2 2022 | $539,000 | -11.2% | 8,997 | +2.1% | 0.19% | +1.1% |
| Q1 2022 | $607,000 | -4.9% | 8,812 | +0.6% | 0.19% | -3.1% |
| Q4 2021 | $638,000 | +5.3% | 8,763 | +1.0% | 0.20% | -6.2% |
| Q3 2021 | $606,000 | +3.1% | 8,679 | +4.4% | 0.21% | +1.5% |
| Q2 2021 | $588,000 | +8.5% | 8,316 | +2.6% | 0.20% | -1.0% |
| Q1 2021 | $542,000 | +117.7% | 8,104 | +108.2% | 0.21% | +93.5% |
| Q4 2020 | $249,000 | +6.9% | 3,893 | -8.6% | 0.11% | -10.8% |
| Q3 2020 | $233,000 | 0.0% | 4,259 | 0.0% | 0.12% | 0.0% |
| Q2 2020 | $233,000 | +7.9% | 4,259 | +14.3% | 0.12% | -10.4% |
| Q4 2019 | $216,000 | – | 3,725 | – | 0.13% | – |
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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% |