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 | $470,842 | -7.6% | 7,416 | -3.5% | 0.04% | -14.6% |
| Q2 2023 | $509,624 | -23.9% | 7,682 | -27.1% | 0.05% | -36.0% |
| Q1 2023 | $669,921 | +0.6% | 10,535 | -5.4% | 0.08% | -3.8% |
| Q4 2022 | $665,615 | +16.0% | 11,140 | +7.6% | 0.08% | -9.3% |
| Q3 2022 | $574,000 | -9.3% | 10,354 | -2.1% | 0.09% | -7.5% |
| Q2 2022 | $633,000 | -11.6% | 10,571 | +1.8% | 0.09% | +2.2% |
| Q1 2022 | $716,000 | +3.0% | 10,386 | +8.9% | 0.09% | +16.7% |
| Q4 2021 | $695,000 | +11.7% | 9,538 | +7.1% | 0.08% | -1.3% |
| Q3 2021 | $622,000 | -1.1% | 8,905 | +0.1% | 0.08% | -6.0% |
| Q2 2021 | $629,000 | +21.4% | 8,899 | +14.9% | 0.08% | +16.7% |
| Q1 2021 | $518,000 | +46.7% | 7,746 | +41.0% | 0.07% | +41.2% |
| Q4 2020 | $353,000 | +115.2% | 5,495 | +94.7% | 0.05% | +96.2% |
| Q3 2020 | $164,000 | +57.7% | 2,823 | +48.7% | 0.03% | +44.4% |
| Q2 2020 | $104,000 | +14.3% | 1,899 | -1.0% | 0.02% | 0.0% |
| Q1 2020 | $91,000 | – | 1,919 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |