ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 229 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $590 | +51.3% | 8,900 | +36.3% | 0.00% | 0.0% |
| Q4 2022 | $390 | -99.9% | 6,530 | +5.3% | 0.00% | – |
| Q3 2022 | $344,000 | +43.3% | 6,200 | +55.0% | 0.00% | – |
| Q2 2022 | $240,000 | -55.5% | 4,000 | -45.9% | 0.00% | -100.0% |
| Q4 2021 | $539,000 | -12.5% | 7,400 | -22.9% | 0.00% | 0.0% |
| Q4 2020 | $616,000 | +180.0% | 9,600 | +153.2% | 0.00% | – |
| Q3 2020 | $220,000 | -41.2% | 3,791 | -41.3% | 0.00% | – |
| Q4 2019 | $374,000 | -61.8% | 6,456 | -64.7% | 0.00% | -100.0% |
| Q2 2018 | $978,000 | +94.4% | 18,300 | +94.7% | 0.00% | 0.0% |
| Q1 2018 | $503,000 | +112.2% | 9,400 | +113.6% | 0.00% | – |
| Q4 2017 | $237,000 | – | 4,400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
| Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
| Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
| Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
| Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
| Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
| LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
| MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |