ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,610,957 | -4.3% | 324,633 | -0.0% | 0.08% | -2.4% |
| Q2 2023 | $21,540,673 | +4.3% | 324,701 | -0.0% | 0.08% | -1.2% |
| Q1 2023 | $20,650,475 | +8.5% | 324,744 | +1.9% | 0.08% | +2.4% |
| Q4 2022 | $19,035,593 | +5.6% | 318,587 | -1.8% | 0.08% | -1.2% |
| Q3 2022 | $18,031,000 | -17.9% | 324,491 | -11.5% | 0.08% | -14.3% |
| Q2 2022 | $21,971,000 | -9.1% | 366,851 | +4.7% | 0.10% | -3.0% |
| Q1 2022 | $24,160,000 | -1.2% | 350,456 | +4.4% | 0.10% | +1.0% |
| Q4 2021 | $24,444,000 | -0.4% | 335,679 | -4.6% | 0.10% | -9.1% |
| Q3 2021 | $24,554,000 | +0.9% | 351,731 | +2.1% | 0.11% | -2.7% |
| Q2 2021 | $24,341,000 | +5.0% | 344,531 | -0.5% | 0.11% | -5.8% |
| Q1 2021 | $23,186,000 | +3.8% | 346,415 | -0.5% | 0.12% | -4.0% |
| Q4 2020 | $22,346,000 | +10.4% | 348,184 | -0.2% | 0.12% | -4.6% |
| Q3 2020 | $20,238,000 | +20.4% | 348,926 | +13.9% | 0.13% | +9.2% |
| Q2 2020 | $16,811,000 | +5.2% | 306,317 | -9.0% | 0.12% | -11.1% |
| Q1 2020 | $15,975,000 | -17.3% | 336,603 | +1.1% | 0.14% | -8.2% |
| Q4 2019 | $19,318,000 | +10.9% | 333,072 | +5.0% | 0.15% | +0.7% |
| Q3 2019 | $17,416,000 | +16.3% | 317,123 | +16.8% | 0.15% | +19.7% |
| Q2 2019 | $14,979,000 | +8.8% | 271,597 | +5.6% | 0.12% | -1.6% |
| Q1 2019 | $13,762,000 | – | 257,132 | – | 0.12% | – |
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% |