ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,999 | -17.2% | 4,824 | -13.7% | 0.10% | -18.5% |
| Q2 2023 | $370,708 | -7.7% | 5,588 | -11.5% | 0.12% | -23.2% |
| Q1 2023 | $401,571 | -7.0% | 6,315 | -12.6% | 0.16% | -13.4% |
| Q4 2022 | $431,813 | +13.3% | 7,227 | +5.2% | 0.18% | +3.5% |
| Q3 2022 | $381,000 | +5.0% | 6,870 | +13.4% | 0.17% | +13.8% |
| Q2 2022 | $363,000 | -11.5% | 6,057 | +1.9% | 0.15% | -6.7% |
| Q1 2022 | $410,000 | +3.5% | 5,944 | +9.4% | 0.16% | +1.2% |
| Q4 2021 | $396,000 | -18.9% | 5,435 | -22.2% | 0.16% | -26.1% |
| Q3 2021 | $488,000 | +3.2% | 6,985 | +4.4% | 0.22% | -0.5% |
| Q2 2021 | $473,000 | +11.8% | 6,691 | +6.0% | 0.22% | 0.0% |
| Q1 2021 | $423,000 | +15.3% | 6,314 | +10.4% | 0.22% | +6.8% |
| Q4 2020 | $367,000 | +19.9% | 5,718 | +8.3% | 0.20% | -0.5% |
| Q3 2020 | $306,000 | +19.1% | 5,279 | +12.9% | 0.21% | +7.9% |
| Q2 2020 | $257,000 | +21.8% | 4,677 | +5.4% | 0.19% | 0.0% |
| Q1 2020 | $211,000 | – | 4,439 | – | 0.19% | – |
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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% |