ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $566,178 | +55.6% | 8,918 | +62.6% | 0.03% | +55.6% |
| Q2 2023 | $363,840 | +2.4% | 5,484 | -1.8% | 0.02% | -5.3% |
| Q1 2023 | $355,183 | +19.0% | 5,586 | +11.8% | 0.02% | +5.6% |
| Q4 2022 | $298,481 | -22.5% | 4,995 | -22.3% | 0.02% | -30.8% |
| Q3 2022 | $385,000 | 0.0% | 6,429 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $385,000 | -11.3% | 6,429 | +7.9% | 0.03% | 0.0% |
| Q4 2021 | $434,000 | -37.5% | 5,957 | -40.1% | 0.03% | +18.2% |
| Q3 2021 | $694,000 | -0.6% | 9,948 | +0.7% | 0.02% | 0.0% |
| Q2 2021 | $698,000 | +1.5% | 9,879 | -3.8% | 0.02% | -12.0% |
| Q1 2021 | $688,000 | – | 10,274 | – | 0.02% | – |
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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% |