ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,928 | -1.0% | 3,207 | +7.2% | 0.20% | +18.7% |
| Q1 2022 | $206,000 | -18.3% | 2,991 | -13.3% | 0.17% | -24.3% |
| Q4 2021 | $252,000 | -24.6% | 3,448 | -28.0% | 0.23% | -18.7% |
| Q3 2021 | $334,000 | -13.0% | 4,790 | -11.8% | 0.28% | -12.6% |
| Q2 2021 | $384,000 | +7.6% | 5,428 | +1.9% | 0.32% | -3.6% |
| Q1 2021 | $357,000 | +7.9% | 5,325 | +3.4% | 0.33% | +1.2% |
| Q4 2020 | $331,000 | – | 5,150 | – | 0.33% | – |
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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% |