ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 146 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $241 | -99.9% | 3,629 | +1.5% | 0.00% | -50.0% |
| Q2 2022 | $214,000 | -14.1% | 3,577 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $249,000 | -56.2% | 3,611 | -53.7% | 0.00% | -50.0% |
| Q4 2021 | $568,000 | +171.8% | 7,805 | +150.0% | 0.00% | +100.0% |
| Q1 2021 | $209,000 | +4.0% | 3,122 | -9.7% | 0.00% | -33.3% |
| Q4 2019 | $201,000 | -7.4% | 3,459 | -12.3% | 0.00% | 0.0% |
| Q3 2019 | $217,000 | -10.0% | 3,943 | -9.8% | 0.00% | 0.0% |
| Q2 2019 | $241,000 | -3.2% | 4,369 | -6.2% | 0.00% | -25.0% |
| Q1 2019 | $249,000 | +16.9% | 4,656 | +16.8% | 0.00% | -20.0% |
| Q2 2018 | $213,000 | +2.9% | 3,987 | +2.9% | 0.01% | +25.0% |
| Q1 2018 | $207,000 | – | 3,876 | – | 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% |