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 | $564,164 | +2.1% | 8,886 | +6.7% | 0.03% | +3.6% |
| Q2 2023 | $552,488 | +1.7% | 8,328 | -2.5% | 0.03% | -9.7% |
| Q1 2023 | $543,240 | +37.2% | 8,543 | +28.9% | 0.03% | +29.2% |
| Q4 2022 | $395,934 | +3.9% | 6,627 | -3.6% | 0.02% | +9.1% |
| Q3 2022 | $381,000 | -13.4% | 6,873 | -6.5% | 0.02% | -12.0% |
| Q2 2022 | $440,000 | +16.7% | 7,347 | +34.2% | 0.02% | +38.9% |
| Q1 2022 | $377,000 | -5.3% | 5,474 | +0.2% | 0.02% | -5.3% |
| Q4 2021 | $398,000 | +8.7% | 5,461 | +4.2% | 0.02% | 0.0% |
| Q3 2021 | $366,000 | +1.9% | 5,243 | +3.3% | 0.02% | +5.6% |
| Q2 2021 | $359,000 | +43.0% | 5,076 | +35.5% | 0.02% | +20.0% |
| Q1 2021 | $251,000 | -14.6% | 3,746 | -18.1% | 0.02% | -16.7% |
| Q4 2020 | $294,000 | +34.2% | 4,575 | +21.2% | 0.02% | +20.0% |
| Q3 2020 | $219,000 | – | 3,776 | – | 0.02% | – |
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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% |