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 2023 | $711,365 | +4.2% | 11,201 | +8.8% | 0.12% | +5.9% |
Q2 2023 | $682,977 | +12.9% | 10,295 | +8.2% | 0.12% | +2.6% |
Q1 2023 | $604,810 | +35.0% | 9,511 | +26.8% | 0.12% | +17.3% |
Q4 2022 | $448,070 | +10.6% | 7,499 | +2.7% | 0.10% | +10.1% |
Q3 2022 | $405,000 | -9.4% | 7,299 | -2.3% | 0.09% | -5.3% |
Q2 2022 | $447,000 | -32.7% | 7,470 | -22.4% | 0.09% | -9.6% |
Q1 2022 | $664,000 | -1.6% | 9,626 | +3.8% | 0.10% | +2.0% |
Q4 2021 | $675,000 | +2.3% | 9,274 | -1.9% | 0.10% | -3.8% |
Q3 2021 | $660,000 | +1.4% | 9,450 | +2.5% | 0.11% | +5.0% |
Q2 2021 | $651,000 | +16.0% | 9,219 | +14.5% | 0.10% | -91.0% |
Q1 2021 | $561,000 | -44.9% | 8,054 | -49.3% | 1.13% | +474.5% |
Q4 2020 | $1,018,000 | -0.9% | 15,874 | -15.2% | 0.20% | -26.3% |
Q2 2020 | $1,027,000 | +16.3% | 18,729 | +6.9% | 0.27% | -20.6% |
Q1 2020 | $883,000 | +4.7% | 17,515 | +21.0% | 0.34% | +1.2% |
Q4 2019 | $843,000 | +16.6% | 14,477 | +13.6% | 0.33% | -5.4% |
Q3 2019 | $723,000 | +9.4% | 12,747 | +6.3% | 0.35% | +23.7% |
Q2 2019 | $661,000 | – | 11,990 | – | 0.28% | – |
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% |