ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 156 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,243 | -4.3% | 177 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,748 | +3.7% | 177 | -0.6% | 0.00% | 0.0% |
| Q1 2023 | $11,324 | +16.1% | 178 | +9.2% | 0.00% | 0.0% |
| Q4 2022 | $9,753 | +39.3% | 163 | +35.8% | 0.00% | +33.3% |
| Q3 2022 | $7,000 | +40.0% | 120 | +55.8% | 0.00% | +50.0% |
| Q2 2022 | $5,000 | +150.0% | 77 | +175.0% | 0.00% | +100.0% |
| Q1 2022 | $2,000 | -60.0% | 28 | -58.2% | 0.00% | -50.0% |
| Q4 2021 | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | +25.0% | 67 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $4,000 | -20.0% | 67 | -18.3% | 0.00% | -50.0% |
| Q4 2020 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | -50.0% | 82 | -50.0% | 0.00% | -50.0% |
| Q4 2019 | $10,000 | +11.1% | 164 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 164 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 164 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $9,000 | +12.5% | 164 | +1.2% | 0.01% | 0.0% |
| Q4 2018 | $8,000 | – | 162 | – | 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% |