ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,506 | -38.7% | 890 | -36.0% | 0.00% | – |
| Q2 2023 | $92,213 | +4.3% | 1,390 | 0.0% | 0.00% | – |
| Q1 2023 | $88,390 | -10.2% | 1,390 | -15.7% | 0.00% | – |
| Q4 2022 | $98,468 | +0.5% | 1,648 | -6.6% | 0.00% | – |
| Q3 2022 | $98,000 | -16.2% | 1,765 | -9.6% | 0.00% | – |
| Q2 2022 | $117,000 | -13.3% | 1,952 | 0.0% | 0.00% | – |
| Q1 2022 | $135,000 | -4.9% | 1,952 | 0.0% | 0.00% | – |
| Q4 2021 | $142,000 | +4.4% | 1,952 | 0.0% | 0.00% | – |
| Q3 2021 | $136,000 | -1.4% | 1,952 | 0.0% | 0.00% | – |
| Q2 2021 | $138,000 | -5.5% | 1,952 | -10.1% | 0.00% | – |
| Q1 2021 | $146,000 | -5.8% | 2,171 | -10.5% | 0.00% | – |
| Q4 2020 | $155,000 | +9.9% | 2,426 | 0.0% | 0.00% | – |
| Q3 2020 | $141,000 | +6.0% | 2,426 | 0.0% | 0.00% | – |
| Q2 2020 | $133,000 | +15.7% | 2,426 | 0.0% | 0.00% | – |
| Q1 2020 | $115,000 | -26.8% | 2,426 | -10.5% | 0.00% | – |
| Q4 2019 | $157,000 | +2516.7% | 2,712 | +2558.8% | 0.00% | – |
| Q3 2019 | $6,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q2 2019 | $6,000 | +20.0% | 102 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q4 2018 | $5,000 | -16.7% | 102 | -8.9% | 0.00% | – |
| Q3 2018 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | – |
| Q1 2018 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | – |
| Q4 2017 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | – |
| Q3 2017 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | – |
| Q2 2017 | $6,000 | -83.3% | 112 | -84.1% | 0.00% | – |
| Q1 2017 | $36,000 | – | 703 | – | 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% |