ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $127,867 | -4.1% | 2,014 | +0.2% | 0.00% | – |
| Q2 2023 | $133,342 | -47.9% | 2,010 | -50.0% | 0.00% | – |
| Q1 2023 | $255,756 | +113.0% | 4,022 | +100.1% | 0.00% | – |
| Q4 2022 | $120,096 | +0.9% | 2,010 | -6.6% | 0.00% | – |
| Q3 2022 | $119,000 | -14.4% | 2,153 | -7.5% | 0.00% | – |
| Q2 2022 | $139,000 | -14.7% | 2,327 | -1.4% | 0.00% | – |
| Q1 2022 | $163,000 | -5.8% | 2,361 | -0.5% | 0.00% | – |
| Q4 2021 | $173,000 | -10.4% | 2,374 | -14.0% | 0.00% | – |
| Q3 2021 | $193,000 | +25.3% | 2,761 | +26.6% | 0.00% | – |
| Q2 2021 | $154,000 | +5.5% | 2,181 | +0.0% | 0.00% | – |
| Q1 2021 | $146,000 | +12.3% | 2,180 | +7.9% | 0.00% | – |
| Q4 2020 | $130,000 | +11.1% | 2,021 | +0.5% | 0.00% | – |
| Q3 2020 | $117,000 | +6.4% | 2,010 | 0.0% | 0.00% | – |
| Q2 2020 | $110,000 | -32.5% | 2,010 | -41.5% | 0.00% | – |
| Q1 2020 | $163,000 | -64.3% | 3,434 | -56.3% | 0.00% | – |
| Q4 2019 | $456,000 | +36.9% | 7,857 | +29.5% | 0.00% | – |
| Q3 2019 | $333,000 | -0.6% | 6,066 | 0.0% | 0.00% | – |
| Q2 2019 | $335,000 | -3.2% | 6,066 | -6.3% | 0.00% | – |
| Q1 2019 | $346,000 | +18.5% | 6,473 | +7.7% | 0.00% | – |
| Q4 2018 | $292,000 | -18.2% | 6,012 | -7.7% | 0.00% | – |
| Q3 2018 | $357,000 | +24.4% | 6,513 | +21.3% | 0.00% | – |
| Q2 2018 | $287,000 | – | 5,370 | – | 0.00% | – |
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% |