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 | $377 | -5.5% | 5,921 | -2.4% | 0.00% | 0.0% |
| Q2 2023 | $399 | +14.7% | 6,069 | +9.9% | 0.00% | 0.0% |
| Q1 2023 | $348 | +26.5% | 5,521 | +20.6% | 0.00% | 0.0% |
| Q4 2022 | $275 | -99.9% | 4,579 | -2.9% | 0.00% | 0.0% |
| Q3 2022 | $264,000 | -22.8% | 4,715 | -17.5% | 0.00% | 0.0% |
| Q2 2022 | $342,000 | -20.8% | 5,718 | -8.7% | 0.00% | 0.0% |
| Q1 2022 | $432,000 | -4.8% | 6,266 | -2.5% | 0.00% | 0.0% |
| Q4 2021 | $454,000 | +13.8% | 6,425 | +12.3% | 0.00% | 0.0% |
| Q3 2021 | $399,000 | -12.1% | 5,719 | -11.0% | 0.00% | 0.0% |
| Q2 2021 | $454,000 | -7.5% | 6,425 | -12.5% | 0.00% | 0.0% |
| Q1 2021 | $491,000 | -8.6% | 7,339 | -12.3% | 0.00% | 0.0% |
| Q4 2020 | $537,000 | -5.5% | 8,372 | -14.5% | 0.00% | -50.0% |
| Q3 2020 | $568,000 | +147.0% | 9,793 | +134.8% | 0.00% | +100.0% |
| Q2 2019 | $230,000 | -23.8% | 4,170 | -26.2% | 0.00% | 0.0% |
| Q1 2019 | $302,000 | – | 5,648 | – | 0.00% | – |
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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% |