ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $204,000 | -40.7% | 2,928 | -39.9% | 0.11% | -41.6% |
| Q2 2021 | $344,000 | +4.9% | 4,873 | -0.7% | 0.18% | -3.1% |
| Q1 2021 | $328,000 | +9.7% | 4,909 | +5.4% | 0.19% | +2.7% |
| Q4 2020 | $299,000 | +24.6% | 4,658 | +12.3% | 0.19% | +6.3% |
| Q3 2020 | $240,000 | +6.7% | 4,146 | +1.0% | 0.18% | +2.9% |
| Q2 2020 | $225,000 | +0.4% | 4,103 | +6.2% | 0.17% | +27.8% |
| Q4 2019 | $224,000 | +8.7% | 3,864 | +3.2% | 0.13% | +3.1% |
| Q3 2019 | $206,000 | +13.2% | 3,745 | +13.4% | 0.13% | +10.3% |
| Q2 2019 | $182,000 | +2.2% | 3,303 | +0.1% | 0.12% | +0.9% |
| Q1 2019 | $178,000 | +7.9% | 3,300 | -2.9% | 0.12% | -4.1% |
| Q4 2018 | $165,000 | -6.8% | 3,400 | +4.8% | 0.12% | +1.7% |
| Q3 2018 | $177,000 | +9.9% | 3,243 | +7.9% | 0.12% | +5.3% |
| Q2 2018 | $161,000 | +32.0% | 3,006 | +29.4% | 0.11% | +28.4% |
| Q1 2018 | $122,000 | +7.0% | 2,323 | +9.4% | 0.09% | +6.0% |
| Q4 2017 | $114,000 | +442.9% | 2,123 | +454.3% | 0.08% | +418.8% |
| Q3 2017 | $21,000 | – | 383 | – | 0.02% | – |
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% |