ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| 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% |