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 | $835,681 | -22.3% | 13,162 | -18.8% | 0.22% | -24.5% |
| Q2 2023 | $1,075,031 | +11.2% | 16,205 | +6.6% | 0.29% | +2.5% |
| Q1 2023 | $966,327 | +15.4% | 15,196 | +8.4% | 0.28% | +2.9% |
| Q4 2022 | $837,693 | +11.8% | 14,020 | +3.8% | 0.28% | +4.2% |
| Q3 2022 | $749,000 | -5.7% | 13,506 | +1.9% | 0.26% | -1.1% |
| Q2 2022 | $794,000 | -15.5% | 13,253 | -2.8% | 0.27% | -17.6% |
| Q1 2022 | $940,000 | +42.4% | 13,635 | +44.2% | 0.32% | +31.2% |
| Q3 2021 | $660,000 | +2.2% | 9,456 | +3.4% | 0.25% | -3.5% |
| Q2 2021 | $646,000 | +9.9% | 9,145 | +4.2% | 0.26% | +2.8% |
| Q1 2021 | $588,000 | -19.8% | 8,780 | -23.1% | 0.25% | -25.7% |
| Q4 2020 | $733,000 | +25.3% | 11,423 | +13.3% | 0.34% | +4.4% |
| Q3 2020 | $585,000 | +13.6% | 10,081 | +7.3% | 0.32% | +6.3% |
| Q2 2020 | $515,000 | +108.5% | 9,392 | +80.3% | 0.30% | +68.7% |
| Q1 2020 | $247,000 | -49.6% | 5,209 | -38.4% | 0.18% | -43.0% |
| Q4 2019 | $490,000 | – | 8,450 | – | 0.31% | – |
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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% |