ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,712 | -12.4% | 3,508 | -8.5% | 0.04% | -17.6% |
| Q2 2023 | $254,294 | -84.5% | 3,833 | -86.0% | 0.05% | -94.1% |
| Q4 2022 | $1,635,770 | +909.7% | 27,377 | +1081.6% | 0.87% | +924.7% |
| Q3 2021 | $162,000 | -12.0% | 2,317 | -11.1% | 0.08% | -15.0% |
| Q2 2021 | $184,000 | +31.4% | 2,607 | +24.7% | 0.10% | +28.2% |
| Q1 2021 | $140,000 | +11.1% | 2,090 | +6.7% | 0.08% | -8.2% |
| Q4 2020 | $126,000 | +11.5% | 1,959 | +0.3% | 0.08% | -9.6% |
| Q3 2020 | $113,000 | +10.8% | 1,954 | +5.5% | 0.09% | +3.3% |
| Q2 2020 | $102,000 | – | 1,853 | – | 0.09% | – |
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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% |