ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 219 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,628 | -17.1% | 4,609 | -13.4% | 0.05% | -14.3% |
| Q2 2023 | $353,105 | -23.9% | 5,323 | -27.0% | 0.06% | -30.9% |
| Q1 2023 | $463,951 | -9.7% | 7,296 | -15.2% | 0.08% | -21.4% |
| Q4 2022 | $513,808 | +7.5% | 8,599 | -0.3% | 0.10% | -1.0% |
| Q3 2022 | $478,000 | -8.6% | 8,628 | -1.2% | 0.10% | -6.3% |
| Q2 2022 | $523,000 | -13.8% | 8,733 | -0.7% | 0.11% | +0.9% |
| Q1 2022 | $607,000 | -6.8% | 8,798 | -1.6% | 0.11% | -4.3% |
| Q4 2021 | $651,000 | -0.8% | 8,944 | -4.9% | 0.12% | -11.5% |
| Q3 2021 | $656,000 | -1.2% | 9,404 | 0.0% | 0.13% | -2.3% |
| Q2 2021 | $664,000 | +4.9% | 9,404 | -0.5% | 0.13% | -7.6% |
| Q1 2021 | $633,000 | -0.2% | 9,450 | -0.1% | 0.14% | -0.7% |
| Q4 2020 | $634,000 | +11.6% | 9,462 | +0.3% | 0.14% | -7.1% |
| Q3 2020 | $568,000 | +3.6% | 9,438 | -0.3% | 0.16% | -9.3% |
| Q2 2020 | $548,000 | +16.8% | 9,462 | +0.5% | 0.17% | -5.0% |
| Q1 2020 | $469,000 | -15.6% | 9,412 | +0.1% | 0.18% | -2.7% |
| Q4 2019 | $556,000 | +5.3% | 9,398 | +0.7% | 0.19% | -6.5% |
| Q3 2019 | $528,000 | -1.1% | 9,329 | -4.1% | 0.20% | -9.1% |
| Q2 2019 | $534,000 | +3.9% | 9,729 | +1.3% | 0.22% | -3.1% |
| Q1 2019 | $514,000 | -12.0% | 9,607 | -20.1% | 0.23% | -30.0% |
| Q4 2018 | $584,000 | – | 12,030 | – | 0.32% | – |
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% |