ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 219 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,607 | -6.9% | 16,973 | -2.7% | 0.37% | +0.8% |
| Q2 2023 | $1,157,491 | +5.9% | 17,448 | +1.5% | 0.36% | +1.1% |
| Q1 2023 | $1,093,439 | +8.2% | 17,195 | +1.7% | 0.36% | -3.0% |
| Q4 2022 | $1,010,511 | +7.5% | 16,912 | -0.3% | 0.37% | +3.9% |
| Q3 2022 | $940,222 | -3.1% | 16,956 | +4.7% | 0.36% | +1.4% |
| Q2 2022 | $969,810 | -9.4% | 16,193 | +4.2% | 0.35% | +3.5% |
| Q1 2022 | $1,070,853 | -8.2% | 15,533 | -3.1% | 0.34% | +1.2% |
| Q4 2021 | $1,166,887 | +15.3% | 16,024 | +10.5% | 0.34% | +8.4% |
| Q3 2021 | $1,011,930 | -5.5% | 14,495 | -4.4% | 0.31% | -5.5% |
| Q2 2021 | $1,070,703 | +86.3% | 15,155 | +76.5% | 0.33% | +70.3% |
| Q1 2021 | $574,677 | – | 8,586 | – | 0.19% | – |
Download | ||||||
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% |