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 2022 | $104,000 | -7.1% | 1,880 | +0.8% | 0.06% | +1.6% |
| Q2 2022 | $112,000 | -19.4% | 1,865 | -7.5% | 0.06% | +5.0% |
| Q1 2022 | $139,000 | -2.1% | 2,017 | +3.4% | 0.06% | -1.6% |
| Q4 2021 | $142,000 | +5.2% | 1,950 | +0.9% | 0.06% | -20.8% |
| Q3 2021 | $135,000 | +0.7% | 1,932 | +2.0% | 0.08% | +4.1% |
| Q2 2021 | $134,000 | +5.5% | 1,894 | +0.2% | 0.07% | -6.3% |
| Q1 2021 | $127,000 | +10.4% | 1,891 | +5.9% | 0.08% | -13.2% |
| Q4 2020 | $115,000 | +125.5% | 1,785 | +97.5% | 0.09% | +89.6% |
| Q3 2020 | $51,000 | -96.2% | 904 | -96.0% | 0.05% | -96.2% |
| Q4 2019 | $1,325,000 | – | 22,837 | – | 1.26% | – |
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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% |