ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,751,944 | -9.3% | 27,594 | -5.2% | 0.05% | -9.3% |
| Q2 2023 | $1,931,821 | +10.7% | 29,120 | +6.1% | 0.05% | +5.9% |
| Q1 2023 | $1,744,847 | +19.2% | 27,439 | +12.0% | 0.05% | -5.6% |
| Q4 2022 | $1,464,114 | +8.5% | 24,504 | +0.8% | 0.05% | -67.7% |
| Q3 2022 | $1,349,000 | -5.7% | 24,321 | +1.8% | 0.17% | +183.1% |
| Q2 2022 | $1,431,000 | +19.0% | 23,889 | +36.9% | 0.06% | +37.2% |
| Q1 2022 | $1,203,000 | +57.0% | 17,456 | +66.0% | 0.04% | +53.6% |
| Q4 2021 | $766,000 | +27.5% | 10,517 | +22.2% | 0.03% | +16.7% |
| Q3 2021 | $601,000 | – | 8,608 | – | 0.02% | – |
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% |