Fort Henry Capital, LLC - ISHARES TR ownership

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
Fort Henry Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,154,310
-4.5%
49,682
-0.2%
2.70%
+1.4%
Q2 2023$3,303,798
+5.5%
49,801
+1.1%
2.66%
+1.4%
Q1 2023$3,132,761
+8.8%
49,265
+2.2%
2.62%
+0.6%
Q4 2022$2,880,667
+1.3%
48,212
-6.0%
2.61%
-5.8%
Q3 2022$2,843,000
-2.9%
51,266
+4.8%
2.77%
+1.2%
Q2 2022$2,928,000
-14.8%
48,896
-1.9%
2.73%
-7.9%
Q1 2022$3,437,000
-14.7%
49,861
-9.9%
2.97%
-11.8%
Q4 2021$4,031,000
+5.4%
55,349
+1.0%
3.36%
-0.1%
Q3 2021$3,824,000
-7.4%
54,776
-6.3%
3.36%
-7.4%
Q2 2021$4,131,000
+7.5%
58,472
+1.9%
3.63%
-0.2%
Q1 2021$3,842,000
+1.0%
57,401
-3.2%
3.64%
-4.4%
Q4 2020$3,805,00059,2883.80%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Waterloo Capital, L.P. 232,378$14,753,6844.33%
Fort Henry Capital, LLC 49,682$3,154,3102.70%
Consilium Wealth Advisory, LLC 54,792$3,478,7342.44%
Archvest Wealth Advisors, Inc. 83,934$5,444,6802.22%
NORTHWEST WEALTH MANAGEMENT, LLC 77,304$4,908,0461.77%
UNIQUE WEALTH, LLC 66,436$4,218,0091.76%
PATTON ALBERTSON MILLER GROUP, LLC 112,648$7,152,0051.40%
Weaver Consulting Group 36,653$2,327,1191.05%
Buttonwood Financial Group, LLC 23,079$1,419,5871.04%
LBMC INVESTMENT ADVISORS, LLC 141,404$8,785,4600.94%
View complete list of ISHARES TR shareholders