ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 186 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $290,308 | +16.4% | 4,376 | +11.6% | 0.06% | +12.5% |
| Q1 2023 | $249,335 | +70.4% | 3,921 | +48.6% | 0.06% | +33.3% |
| Q4 2022 | $146,284 | +0.2% | 2,638 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $146,000 | 0.0% | 2,638 | +7.9% | 0.04% | +5.0% |
| Q2 2022 | $146,000 | -11.0% | 2,445 | +2.8% | 0.04% | +2.6% |
| Q1 2022 | $164,000 | +17.1% | 2,379 | +23.9% | 0.04% | +25.8% |
| Q4 2021 | $140,000 | +29.6% | 1,920 | +24.0% | 0.03% | +19.2% |
| Q3 2021 | $108,000 | -26.0% | 1,548 | -25.3% | 0.03% | -25.7% |
| Q2 2021 | $146,000 | +39.0% | 2,073 | +32.0% | 0.04% | +29.6% |
| Q1 2021 | $105,000 | +34.6% | 1,570 | +29.3% | 0.03% | +28.6% |
| Q4 2020 | $78,000 | +41.8% | 1,214 | +28.3% | 0.02% | +31.2% |
| Q3 2020 | $55,000 | +10.0% | 946 | +3.3% | 0.02% | +6.7% |
| Q2 2020 | $50,000 | +85.2% | 916 | +60.1% | 0.02% | +87.5% |
| Q1 2020 | $27,000 | +58.8% | 572 | +86.3% | 0.01% | +60.0% |
| Q4 2019 | $17,000 | +6.2% | 307 | +6.2% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 289 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $16,000 | – | 289 | – | 0.01% | – |
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% |