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 | $334,973 | -5.1% | 5,276 | -0.8% | 0.21% | -3.3% |
| Q2 2023 | $352,995 | +3.4% | 5,321 | -0.9% | 0.21% | -11.6% |
| Q1 2023 | $341,542 | +5.9% | 5,371 | -0.5% | 0.24% | -13.9% |
| Q4 2022 | $322,591 | +6.8% | 5,399 | -0.8% | 0.28% | +17.1% |
| Q3 2022 | $302,000 | -7.9% | 5,444 | -0.7% | 0.24% | -13.4% |
| Q2 2022 | $328,000 | -13.9% | 5,481 | -0.7% | 0.28% | +16.9% |
| Q1 2022 | $381,000 | -6.4% | 5,521 | -1.2% | 0.24% | +8.7% |
| Q4 2021 | $407,000 | +2.5% | 5,589 | -1.8% | 0.22% | -2.2% |
| Q3 2021 | $397,000 | -1.5% | 5,694 | -0.1% | 0.22% | +0.5% |
| Q2 2021 | $403,000 | +1.8% | 5,699 | -3.7% | 0.22% | -12.6% |
| Q1 2021 | $396,000 | +3.9% | 5,917 | -0.4% | 0.25% | +4.1% |
| Q4 2020 | $381,000 | – | 5,939 | – | 0.24% | – |
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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% |