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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $691,284 | -5.7% | 10,888 | -1.4% | 0.52% | -2.1% |
| Q2 2023 | $732,882 | -12.8% | 11,047 | -16.4% | 0.53% | -21.4% |
| Q1 2023 | $840,283 | +1.9% | 13,214 | -4.2% | 0.68% | -13.1% |
| Q4 2022 | $824,255 | +6.4% | 13,795 | -1.3% | 0.78% | -3.8% |
| Q3 2022 | $775,000 | -7.6% | 13,981 | -0.2% | 0.81% | +1.9% |
| Q2 2022 | $839,000 | -9.0% | 14,005 | +4.7% | 0.80% | +5.4% |
| Q1 2022 | $922,000 | -4.8% | 13,379 | +0.7% | 0.76% | +5.4% |
| Q4 2021 | $968,000 | – | 13,287 | – | 0.72% | – |
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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% |