ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 149 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $290 | -42.8% | 3,877 | -47.2% | 0.00% | -50.0% |
| Q4 2023 | $507 | -51.2% | 7,345 | -55.1% | 0.00% | -50.0% |
| Q3 2023 | $1,039 | +296.6% | 16,371 | +314.2% | 0.00% | +300.0% |
| Q2 2023 | $262 | -59.9% | 3,952 | -61.5% | 0.00% | -66.7% |
| Q1 2023 | $653 | -89.3% | 10,266 | -89.9% | 0.00% | -87.5% |
| Q4 2022 | $6,092 | -99.5% | 101,952 | +353.5% | 0.02% | +380.0% |
| Q3 2022 | $1,246,000 | -52.8% | 22,479 | -49.0% | 0.01% | -58.3% |
| Q2 2022 | $2,639,000 | +367.1% | 44,065 | +278.7% | 0.01% | +140.0% |
| Q4 2018 | $565,000 | – | 11,636 | – | 0.01% | – |
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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% |