ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464,049 | +4.1% | 7,309 | +8.8% | 0.26% | +10.7% |
| Q2 2023 | $445,673 | +10.5% | 6,718 | +5.9% | 0.23% | +6.9% |
| Q1 2023 | $403,224 | +7.6% | 6,341 | +1.1% | 0.22% | -0.9% |
| Q4 2022 | $374,693 | +8.9% | 6,271 | +0.5% | 0.22% | -1.8% |
| Q3 2022 | $344,000 | -7.8% | 6,237 | -0.5% | 0.22% | -3.9% |
| Q2 2022 | $373,000 | -12.4% | 6,271 | +1.4% | 0.23% | -16.2% |
| Q1 2022 | $426,000 | +0.5% | 6,183 | +1.8% | 0.28% | -6.1% |
| Q3 2021 | $424,000 | -0.9% | 6,072 | +0.2% | 0.30% | -2.3% |
| Q2 2021 | $428,000 | +12.9% | 6,059 | +7.0% | 0.30% | -1.9% |
| Q1 2021 | $379,000 | +4.1% | 5,664 | 0.0% | 0.31% | +6.9% |
| Q4 2020 | $364,000 | – | 5,664 | – | 0.29% | – |
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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% |