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 | $4,696,390 | +6.2% | 73,971 | +11.0% | 0.61% | +2.9% |
| Q2 2023 | $4,422,482 | +23.3% | 66,664 | +18.2% | 0.59% | +10.9% |
| Q1 2023 | $3,585,930 | -2.2% | 56,391 | -8.1% | 0.53% | -5.2% |
| Q4 2022 | $3,665,838 | +22.8% | 61,353 | +14.0% | 0.56% | -2.8% |
| Q3 2022 | $2,985,000 | +2.1% | 53,825 | +10.3% | 0.58% | +4.3% |
| Q2 2022 | $2,923,000 | +3.9% | 48,811 | +19.6% | 0.55% | +9.1% |
| Q1 2022 | $2,814,000 | +7.5% | 40,814 | +13.5% | 0.51% | +1.4% |
| Q4 2021 | $2,618,000 | -15.1% | 35,952 | -18.6% | 0.50% | -27.0% |
| Q3 2021 | $3,082,000 | +33.4% | 44,144 | +35.0% | 0.68% | +11.8% |
| Q2 2021 | $2,310,000 | +17.4% | 32,700 | +11.2% | 0.61% | -14.3% |
| Q1 2021 | $1,968,000 | +17.1% | 29,406 | +12.3% | 0.71% | +0.8% |
| Q4 2020 | $1,681,000 | +15.9% | 26,195 | +4.8% | 0.71% | -9.9% |
| Q3 2020 | $1,450,000 | +80.1% | 25,002 | +47.4% | 0.79% | +42.1% |
| Q1 2020 | $805,000 | – | 16,961 | – | 0.55% | – |
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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% |