ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,111 | -4.3% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,610 | +4.3% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,128 | +6.4% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $10,456 | +16.2% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -74.3% | 175 | -70.1% | 0.00% | -50.0% |
| Q2 2022 | $35,000 | +25.0% | 586 | +42.6% | 0.00% | +100.0% |
| Q1 2022 | $28,000 | -9.7% | 411 | -4.9% | 0.00% | 0.0% |
| Q4 2021 | $31,000 | +3.3% | 432 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 432 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | -91.6% | 432 | -91.7% | 0.00% | -90.0% |
| Q1 2021 | $359,000 | +1182.1% | 5,207 | +0.8% | 0.01% | +900.0% |
| Q4 2020 | $28,000 | +16.7% | 5,166 | +1095.8% | 0.00% | 0.0% |
| Q3 2020 | $24,000 | +4.3% | 432 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | +15.0% | 432 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | +33.3% | 432 | +59.4% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | -51.6% | 271 | -57.9% | 0.00% | -50.0% |
| Q3 2019 | $31,000 | -16.2% | 643 | -6.7% | 0.00% | 0.0% |
| Q2 2019 | $37,000 | -5.1% | 689 | -7.4% | 0.00% | -33.3% |
| Q1 2019 | $39,000 | +44.4% | 744 | +31.9% | 0.00% | +50.0% |
| Q4 2018 | $27,000 | -10.0% | 564 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $30,000 | 0.0% | 564 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $30,000 | -55.9% | 564 | -55.7% | 0.00% | -66.7% |
| Q1 2018 | $68,000 | 0.0% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $68,000 | 0.0% | 1,272 | 0.0% | 0.01% | -14.3% |
| Q3 2017 | $68,000 | +4.6% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $65,000 | +3.2% | 1,272 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $63,000 | +6.8% | 1,272 | +1.4% | 0.01% | -12.5% |
| Q4 2016 | $59,000 | +18.0% | 1,254 | +17.6% | 0.01% | +14.3% |
| Q3 2016 | $50,000 | +2.0% | 1,066 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $49,000 | -5.8% | 1,066 | -8.6% | 0.01% | -12.5% |
| Q1 2016 | $52,000 | – | 1,166 | – | 0.01% | – |
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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% |