ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,197 | -5.4% | 4,839 | -1.2% | 0.10% | -2.8% |
| Q2 2023 | $324,870 | +17.2% | 4,897 | +12.3% | 0.11% | +15.1% |
| Q1 2023 | $277,292 | +14.5% | 4,361 | +7.6% | 0.09% | +2.2% |
| Q4 2022 | $242,085 | +7.1% | 4,052 | -0.6% | 0.09% | +2.2% |
| Q3 2022 | $226,000 | -32.5% | 4,078 | -27.1% | 0.09% | -32.1% |
| Q2 2022 | $335,000 | +38.4% | 5,595 | +59.6% | 0.13% | +84.5% |
| Q1 2022 | $242,000 | – | 3,506 | – | 0.07% | – |
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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% |