Realta Investment Advisors - ISHARES TR ownership

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
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$184,8700.0%2,7870.0%0.04%
+5.0%
Q2 2023$184,870
-6.5%
2,787
-15.8%
0.04%
-16.7%
Q4 2022$197,711
+8.0%
3,309
+0.3%
0.05%0.0%
Q3 2022$183,000
-12.4%
3,300
+14.8%
0.05%
+4.3%
Q4 2021$209,000
+4.5%
2,875
+0.3%
0.05%
-2.1%
Q3 2021$200,000
-69.2%
2,866
-75.8%
0.05%
-78.0%
Q2 2020$649,000
+15.1%
11,827
-0.5%
0.21%
-11.6%
Q1 2020$564,000
-14.3%
11,890
+2.9%
0.24%
+34.4%
Q4 2019$658,000
+4.3%
11,553
+0.4%
0.18%
+5.3%
Q3 2019$631,000
-5.7%
11,507
-5.2%
0.17%
-8.1%
Q2 2019$669,000
-6.8%
12,136
-9.7%
0.19%
-43.1%
Q1 2019$718,00013,4390.33%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Waterloo Capital, L.P. 232,378$14,753,6844.33%
Fort Henry Capital, LLC 49,682$3,154,3102.70%
Consilium Wealth Advisory, LLC 54,792$3,478,7342.44%
Archvest Wealth Advisors, Inc. 83,934$5,444,6802.22%
NORTHWEST WEALTH MANAGEMENT, LLC 77,304$4,908,0461.77%
UNIQUE WEALTH, LLC 66,436$4,218,0091.76%
PATTON ALBERTSON MILLER GROUP, LLC 112,648$7,152,0051.40%
Weaver Consulting Group 36,653$2,327,1191.05%
Buttonwood Financial Group, LLC 23,079$1,419,5871.04%
LBMC INVESTMENT ADVISORS, LLC 141,404$8,785,4600.94%
View complete list of ISHARES TR shareholders