ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 217 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $489,281 | -0.9% | 7,875 | +5.8% | 0.14% | +0.7% |
| Q2 2023 | $493,811 | +6.1% | 7,444 | +1.7% | 0.13% | +6.3% |
| Q1 2023 | $465,547 | +3.8% | 7,321 | 0.0% | 0.13% | -3.8% |
| Q4 2022 | $448,635 | +7.6% | 7,321 | +0.3% | 0.13% | +1.6% |
| Q3 2022 | $417,000 | -5.0% | 7,302 | +0.2% | 0.13% | -2.3% |
| Q2 2022 | $439,000 | -14.9% | 7,286 | -3.9% | 0.13% | +14.8% |
| Q1 2022 | $516,000 | -6.5% | 7,580 | 0.0% | 0.12% | -0.9% |
| Q4 2021 | $552,000 | +4.3% | 7,580 | +0.7% | 0.12% | -7.9% |
| Q3 2021 | $529,000 | +0.2% | 7,524 | +0.6% | 0.13% | -4.5% |
| Q2 2021 | $528,000 | +5.6% | 7,480 | +0.0% | 0.13% | -2.2% |
| Q1 2021 | $500,000 | +1.8% | 7,477 | -0.7% | 0.14% | -4.9% |
| Q4 2020 | $491,000 | +17.7% | 7,530 | +4.8% | 0.14% | -3.4% |
| Q3 2020 | $417,000 | +7.8% | 7,186 | +3.6% | 0.15% | -3.9% |
| Q2 2020 | $387,000 | +13.8% | 6,934 | +0.3% | 0.15% | -12.6% |
| Q1 2020 | $340,000 | +2.4% | 6,912 | +20.9% | 0.18% | +35.7% |
| Q4 2019 | $332,000 | +7.4% | 5,717 | 0.0% | 0.13% | -9.2% |
| Q3 2019 | $309,000 | +1.0% | 5,717 | +3.2% | 0.14% | +4.4% |
| Q2 2019 | $306,000 | +3.7% | 5,540 | +0.6% | 0.14% | -1.4% |
| Q1 2019 | $295,000 | +27.7% | 5,506 | +16.0% | 0.14% | -1.4% |
| Q4 2018 | $231,000 | – | 4,748 | – | 0.14% | – |
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% |