ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,209 | -4.0% | 6,367 | +0.3% | 0.16% | +2.5% |
| Q2 2023 | $421,026 | +19.7% | 6,346 | +14.7% | 0.16% | +12.6% |
| Q1 2023 | $351,697 | +0.0% | 5,531 | -6.0% | 0.14% | -5.3% |
| Q4 2022 | $351,575 | +8.2% | 5,884 | +0.5% | 0.15% | -1.9% |
| Q3 2022 | $325,000 | -4.7% | 5,854 | +2.7% | 0.15% | -0.6% |
| Q2 2022 | $341,000 | -22.1% | 5,701 | -10.3% | 0.16% | -11.4% |
| Q1 2022 | $438,000 | +1.9% | 6,354 | +7.5% | 0.18% | +4.8% |
| Q4 2021 | $430,000 | +7.8% | 5,911 | +3.4% | 0.17% | -0.6% |
| Q3 2021 | $399,000 | +0.8% | 5,718 | +1.9% | 0.17% | -0.6% |
| Q2 2021 | $396,000 | -10.0% | 5,611 | -14.6% | 0.17% | -15.5% |
| Q1 2021 | $440,000 | +16.7% | 6,572 | +11.8% | 0.20% | +8.1% |
| Q4 2020 | $377,000 | +68.3% | 5,878 | +43.9% | 0.18% | +24.2% |
| Q2 2020 | $224,000 | – | 4,086 | – | 0.15% | – |
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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% |