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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $68,213 | +3.1% | 1,073 | -3.2% | 0.04% | +8.6% |
| Q4 2022 | $66,185 | -30.3% | 1,108 | -35.0% | 0.04% | -25.5% |
| Q3 2022 | $95,000 | -58.3% | 1,705 | -55.2% | 0.05% | -47.2% |
| Q2 2022 | $228,000 | -25.5% | 3,805 | -14.3% | 0.09% | -23.3% |
| Q1 2022 | $306,000 | -15.5% | 4,440 | -10.7% | 0.12% | -20.5% |
| Q4 2021 | $362,000 | -0.5% | 4,972 | -4.5% | 0.15% | -11.5% |
| Q3 2021 | $364,000 | -8.3% | 5,209 | -7.4% | 0.16% | -14.1% |
| Q2 2021 | $397,000 | -16.2% | 5,623 | -20.6% | 0.19% | -30.2% |
| Q1 2021 | $474,000 | 0.0% | 7,086 | -4.1% | 0.28% | -8.3% |
| Q4 2020 | $474,000 | – | 7,391 | – | 0.30% | – |
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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% |