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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $238,000 | -69.8% | 4,453 | -72.6% | 0.03% | -72.5% |
| Q4 2018 | $789,000 | -43.5% | 16,252 | -36.5% | 0.10% | -35.4% |
| Q3 2018 | $1,397,000 | -6.0% | 25,578 | -8.1% | 0.16% | -10.7% |
| Q2 2018 | $1,486,000 | +3.4% | 27,821 | +3.6% | 0.18% | +5.4% |
| Q1 2018 | $1,437,000 | -6.4% | 26,862 | -5.7% | 0.17% | -6.1% |
| Q4 2017 | $1,536,000 | +24.5% | 28,500 | +23.7% | 0.18% | +19.3% |
| Q3 2017 | $1,234,000 | +5.3% | 23,033 | +1.8% | 0.15% | +1.4% |
| Q2 2017 | $1,172,000 | +13.0% | 22,622 | +8.9% | 0.15% | +11.3% |
| Q1 2017 | $1,037,000 | -2.3% | 20,771 | -7.6% | 0.13% | -7.6% |
| Q4 2016 | $1,061,000 | +2.5% | 22,468 | +3.1% | 0.14% | +2.1% |
| Q3 2016 | $1,035,000 | +119.7% | 21,799 | +112.2% | 0.14% | +107.4% |
| Q2 2016 | $471,000 | – | 10,272 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 266,687 | $15,934,552 | 3.24% |
| Fort Henry Capital, LLC | 48,212 | $2,880,667 | 2.61% |
| Consilium Wealth Advisory, LLC | 47,675 | $2,848,581 | 2.43% |
| Archvest Wealth Advisors, Inc. | 39,579 | $2,364,856 | 2.34% |
| Allen Capital Group, LLC | 39,579 | $2,364,856 | 2.34% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 84,847 | $5,069,579 | 2.17% |
| UNIQUE WEALTH, LLC | 63,361 | $3,785,801 | 2.02% |
| PATTON ALBERTSON MILLER GROUP, LLC | 111,334 | $6,652,191 | 1.22% |
| Weaver Consulting Group | 38,014 | $2,271,321 | 1.16% |
| Legacy Financial Group LLC | 64,684 | $3,864,896 | 1.16% |