ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,327,119 | -3.1% | 36,653 | +1.3% | 1.05% | -0.8% |
| Q2 2023 | $2,401,263 | -0.3% | 36,196 | -4.5% | 1.06% | -4.0% |
| Q1 2023 | $2,409,383 | +6.1% | 37,889 | -0.3% | 1.10% | -4.7% |
| Q4 2022 | $2,271,321 | -3.9% | 38,014 | -10.8% | 1.16% | -14.6% |
| Q3 2022 | $2,364,000 | -6.2% | 42,631 | +1.4% | 1.36% | -3.7% |
| Q2 2022 | $2,519,000 | -9.2% | 42,060 | +4.5% | 1.41% | +4.7% |
| Q1 2022 | $2,775,000 | +0.7% | 40,258 | +6.3% | 1.35% | +1.4% |
| Q4 2021 | $2,757,000 | +20.4% | 37,855 | +15.4% | 1.33% | +6.7% |
| Q3 2021 | $2,290,000 | +4.6% | 32,797 | +5.8% | 1.24% | +0.8% |
| Q2 2021 | $2,190,000 | +4.3% | 30,997 | -1.2% | 1.23% | -4.3% |
| Q1 2021 | $2,100,000 | +6.4% | 31,380 | +2.0% | 1.29% | +4.8% |
| Q4 2020 | $1,974,000 | +13.9% | 30,765 | +3.0% | 1.23% | +23.3% |
| Q3 2020 | $1,733,000 | +5.9% | 29,870 | +0.1% | 1.00% | +4.7% |
| Q2 2020 | $1,637,000 | +14.0% | 29,834 | -1.4% | 0.95% | +1.7% |
| Q1 2020 | $1,436,000 | -24.5% | 30,265 | -12.6% | 0.94% | -8.0% |
| Q4 2019 | $1,903,000 | +7.8% | 34,643 | +7.8% | 1.02% | +9.0% |
| Q3 2019 | $1,765,000 | -0.2% | 32,130 | +0.2% | 0.94% | -3.0% |
| Q2 2019 | $1,768,000 | -3.8% | 32,058 | -5.6% | 0.96% | +86.1% |
| Q1 2019 | $1,838,000 | – | 33,975 | – | 0.52% | – |
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% |