ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,515,026 | +0.4% | 23,862 | +4.9% | 0.12% | +1.7% |
| Q2 2023 | $1,508,636 | +9.1% | 22,741 | +4.6% | 0.12% | +3.4% |
| Q1 2023 | $1,383,038 | +91129.4% | 21,749 | -14.3% | 0.12% | -16.4% |
| Q4 2022 | $1,516 | -99.9% | 25,368 | -11.0% | 0.14% | -14.6% |
| Q3 2022 | $1,581,000 | -3.7% | 28,509 | +4.0% | 0.16% | +11.6% |
| Q2 2022 | $1,641,000 | -11.7% | 27,405 | +1.6% | 0.15% | -2.0% |
| Q1 2022 | $1,859,000 | -5.4% | 26,963 | -0.1% | 0.15% | -6.8% |
| Q4 2021 | $1,965,000 | +3.8% | 26,989 | -0.5% | 0.16% | -17.4% |
| Q3 2021 | $1,893,000 | -2.9% | 27,114 | -1.7% | 0.20% | -0.5% |
| Q2 2021 | $1,949,000 | -4.1% | 27,588 | -9.1% | 0.20% | -8.4% |
| Q1 2021 | $2,032,000 | -12.9% | 30,366 | -16.5% | 0.21% | -18.3% |
| Q4 2020 | $2,333,000 | +11.1% | 36,357 | +0.4% | 0.26% | -11.5% |
| Q3 2020 | $2,100,000 | +6.5% | 36,201 | +0.8% | 0.30% | -1.3% |
| Q2 2020 | $1,971,000 | +20.2% | 35,911 | +3.9% | 0.30% | -2.9% |
| Q1 2020 | $1,640,000 | -16.2% | 34,558 | +2.3% | 0.31% | -11.7% |
| Q4 2019 | $1,958,000 | – | 33,765 | – | 0.35% | – |
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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% |