ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 174 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $701,381 | +2.6% | 11,047 | +7.2% | 0.35% | +14.3% |
Q2 2023 | $683,433 | +8.1% | 10,302 | +3.6% | 0.31% | -0.3% |
Q1 2023 | $632,129 | +7.3% | 9,941 | +0.8% | 0.31% | -13.7% |
Q4 2022 | $589,356 | +2.3% | 9,864 | -5.1% | 0.36% | -6.8% |
Q3 2022 | $576,000 | -1.5% | 10,389 | +6.3% | 0.38% | -20.2% |
Q2 2022 | $585,000 | -8.9% | 9,770 | +4.9% | 0.48% | +5.5% |
Q1 2022 | $642,000 | +5.9% | 9,318 | +12.0% | 0.46% | +39.4% |
Q4 2021 | $606,000 | +13.5% | 8,319 | +8.7% | 0.33% | +8.3% |
Q3 2021 | $534,000 | +3.1% | 7,653 | +4.3% | 0.30% | -12.2% |
Q2 2021 | $518,000 | +17.2% | 7,335 | +11.1% | 0.34% | -26.5% |
Q1 2021 | $442,000 | +14.2% | 6,602 | +9.5% | 0.47% | -6.2% |
Q4 2020 | $387,000 | +14.2% | 6,030 | +3.0% | 0.50% | +1.8% |
Q3 2020 | $339,000 | +6.9% | 5,852 | +1.3% | 0.49% | +3.6% |
Q2 2020 | $317,000 | +17.4% | 5,778 | +1.5% | 0.47% | +7.0% |
Q1 2020 | $270,000 | -19.6% | 5,692 | -1.7% | 0.44% | +49.3% |
Q4 2019 | $336,000 | – | 5,793 | – | 0.30% | – |
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% |