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 | $1,039 | +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 ↓ |
|---|---|---|---|
| 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% |