ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,359 | +2.3% | 5,896 | +6.9% | 0.16% | +5.2% |
| Q2 2023 | $366,093 | +3.2% | 5,518 | -1.1% | 0.16% | -5.5% |
| Q1 2023 | $354,776 | -2.1% | 5,579 | -8.0% | 0.16% | -8.9% |
| Q4 2022 | $362,390 | +10.1% | 6,065 | +1.9% | 0.18% | +7.8% |
| Q3 2022 | $329,000 | -3.5% | 5,949 | +4.2% | 0.17% | +5.7% |
| Q2 2022 | $341,000 | -6.8% | 5,708 | +7.3% | 0.16% | +9.0% |
| Q1 2022 | $366,000 | -59.0% | 5,322 | -56.6% | 0.14% | -56.8% |
| Q4 2021 | $893,000 | – | 12,275 | – | 0.34% | – |
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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% |