ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,534,779 | +8.1% | 22,227 | -3.7% | 1.12% | +7.8% |
| Q3 2023 | $1,419,587 | -7.1% | 23,079 | +1.6% | 1.04% | -21.7% |
| Q2 2023 | $1,527,509 | +9.4% | 22,724 | +3.5% | 1.32% | -5.1% |
| Q1 2023 | $1,396,817 | +11.8% | 21,966 | +5.1% | 1.39% | +22.8% |
| Q4 2022 | $1,249,088 | +23.2% | 20,905 | +13.8% | 1.14% | +7.7% |
| Q3 2022 | $1,014,000 | +7.2% | 18,374 | +15.7% | 1.05% | +13.8% |
| Q2 2022 | $946,000 | -3.5% | 15,887 | +11.5% | 0.93% | +27.2% |
| Q1 2022 | $980,000 | – | 14,245 | – | 0.73% | – |
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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% |