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 | $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 | $3,805,000 | – | 59,288 | – | 3.80% | – |
Download |
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% |