ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,724,482 | -6.6% | 90,164 | -2.4% | 0.87% | -1.9% |
Q2 2023 | $6,130,852 | +497.6% | 92,416 | +472.8% | 0.89% | +460.4% |
Q1 2023 | $1,025,880 | +20.4% | 16,133 | +13.1% | 0.16% | +14.4% |
Q4 2022 | $852,150 | -82.5% | 14,262 | -83.8% | 0.14% | -84.5% |
Q3 2022 | $4,873,000 | -7.3% | 87,889 | +0.2% | 0.90% | +11.3% |
Q2 2022 | $5,254,000 | -11.7% | 87,733 | +1.7% | 0.81% | +0.4% |
Q1 2022 | $5,949,000 | -2.1% | 86,297 | +3.4% | 0.80% | +0.9% |
Q4 2021 | $6,077,000 | – | 83,455 | – | 0.80% | – |
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% |