ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,495,000 | -50.1% | 23,540 | -47.9% | 0.00% | -100.0% |
| Q2 2023 | $2,998,000 | +34.8% | 45,197 | +29.2% | 0.00% | 0.0% |
| Q1 2023 | $2,224,000 | +19.4% | 34,974 | +12.2% | 0.00% | 0.0% |
| Q4 2022 | $1,862,000 | +37.9% | 31,172 | +28.1% | 0.00% | – |
| Q3 2022 | $1,350,000 | -7.2% | 24,343 | +0.2% | 0.00% | – |
| Q2 2022 | $1,455,000 | -22.5% | 24,300 | -10.7% | 0.00% | – |
| Q1 2022 | $1,877,000 | -15.9% | 27,224 | -11.1% | 0.00% | -100.0% |
| Q4 2021 | $2,231,000 | +12.2% | 30,634 | +7.6% | 0.00% | 0.0% |
| Q3 2021 | $1,988,000 | +1.0% | 28,473 | +2.2% | 0.00% | 0.0% |
| Q2 2021 | $1,969,000 | -5.6% | 27,864 | -10.6% | 0.00% | 0.0% |
| Q1 2021 | $2,085,000 | +3.0% | 31,154 | -1.3% | 0.00% | 0.0% |
| Q4 2020 | $2,025,000 | +1.8% | 31,550 | -8.0% | 0.00% | 0.0% |
| Q3 2020 | $1,990,000 | -47.6% | 34,308 | -50.4% | 0.00% | -50.0% |
| Q2 2020 | $3,800,000 | +1.3% | 69,238 | -12.4% | 0.00% | 0.0% |
| Q1 2020 | $3,753,000 | -0.3% | 79,068 | +21.8% | 0.00% | +100.0% |
| Q4 2019 | $3,764,000 | +84.0% | 64,892 | +74.2% | 0.00% | 0.0% |
| Q3 2019 | $2,046,000 | +9.2% | 37,260 | +9.7% | 0.00% | 0.0% |
| Q2 2019 | $1,873,000 | -20.1% | 33,956 | -22.5% | 0.00% | 0.0% |
| Q1 2019 | $2,344,000 | +20.0% | 43,797 | +8.9% | 0.00% | 0.0% |
| Q4 2018 | $1,953,000 | +454.8% | 40,222 | +523.3% | 0.00% | – |
| Q3 2018 | $352,000 | +41.9% | 6,453 | +38.8% | 0.00% | – |
| Q2 2018 | $248,000 | +5.1% | 4,650 | +5.7% | 0.00% | – |
| Q1 2018 | $236,000 | +44.8% | 4,401 | +45.3% | 0.00% | – |
| Q4 2017 | $163,000 | +103.8% | 3,029 | +103.0% | 0.00% | – |
| Q3 2017 | $80,000 | +207.7% | 1,492 | +195.4% | 0.00% | – |
| Q2 2017 | $26,000 | +36.8% | 505 | +16.6% | 0.00% | – |
| Q4 2015 | $19,000 | -90.0% | 433 | -90.0% | 0.00% | – |
| Q3 2015 | $190,000 | -77.6% | 4,349 | -75.7% | 0.00% | -100.0% |
| Q2 2015 | $850,000 | +412.0% | 17,928 | +413.1% | 0.00% | – |
| Q1 2015 | $166,000 | +591.7% | 3,494 | +598.8% | 0.00% | – |
| Q2 2014 | $24,000 | -29.4% | 500 | -33.9% | 0.00% | – |
| Q1 2014 | $34,000 | -10.5% | 757 | -10.5% | 0.00% | – |
| Q4 2013 | $38,000 | -9.5% | 846 | -15.1% | 0.00% | – |
| Q3 2013 | $42,000 | +68.0% | 996 | +58.1% | 0.00% | – |
| Q2 2013 | $25,000 | – | 630 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 266,687 | $15,934,552 | 3.24% |
| Fort Henry Capital, LLC | 48,212 | $2,880,667 | 2.61% |
| Consilium Wealth Advisory, LLC | 47,675 | $2,848,581 | 2.43% |
| Archvest Wealth Advisors, Inc. | 39,579 | $2,364,856 | 2.34% |
| Allen Capital Group, LLC | 39,579 | $2,364,856 | 2.34% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 84,847 | $5,069,579 | 2.17% |
| UNIQUE WEALTH, LLC | 63,361 | $3,785,801 | 2.02% |
| PATTON ALBERTSON MILLER GROUP, LLC | 111,334 | $6,652,191 | 1.22% |
| Weaver Consulting Group | 38,014 | $2,271,321 | 1.16% |
| Legacy Financial Group LLC | 64,684 | $3,864,896 | 1.16% |