ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,405 | -3.6% | 211 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $13,900 | +4.6% | 210 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $13,285 | +6.4% | 209 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,483 | +13.5% | 209 | +1.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 207 | +1.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -14.3% | 205 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -6.7% | 205 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +15.4% | 205 | +12.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 183 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 182 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +20.0% | 181 | +0.6% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +100.0% | 180 | +116.9% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 83 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | +25.0% | 83 | +1.2% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 82 | +1.2% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 81 | +1.2% | 0.00% | -100.0% |
| Q4 2018 | $4,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 80 | +1.3% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 79 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | – | 79 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
| MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
| Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
| PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
| Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
| LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
| Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
| Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
| Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |