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 | $2,706,078 | -4.3% | 42,622 | 0.0% | 0.01% | -46.7% |
| Q2 2023 | $2,827,543 | +2.7% | 42,622 | -1.6% | 0.02% | +150.0% |
| Q1 2023 | $2,753,829 | -37.5% | 43,306 | -41.3% | 0.01% | -40.0% |
| Q4 2022 | $4,407,578 | +184.2% | 73,767 | +163.8% | 0.01% | +150.0% |
| Q3 2022 | $1,551,000 | -7.4% | 27,967 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,675,000 | -13.1% | 27,967 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,928,000 | -5.7% | 27,967 | -0.4% | 0.00% | 0.0% |
| Q4 2021 | $2,045,000 | +3.3% | 28,084 | -0.9% | 0.00% | -20.0% |
| Q3 2021 | $1,979,000 | -1.2% | 28,346 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $2,003,000 | -3.0% | 28,346 | -8.2% | 0.01% | -28.6% |
| Q1 2021 | $2,066,000 | +4.3% | 30,869 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $1,981,000 | +10.6% | 30,869 | -0.0% | 0.01% | -14.3% |
| Q3 2020 | $1,791,000 | +5.3% | 30,879 | -0.4% | 0.01% | -12.5% |
| Q2 2020 | $1,701,000 | -3.8% | 30,989 | -16.8% | 0.01% | -20.0% |
| Q1 2020 | $1,768,000 | -38.4% | 37,256 | -24.7% | 0.01% | -23.1% |
| Q4 2019 | $2,868,000 | +8.1% | 49,446 | +2.4% | 0.01% | -7.1% |
| Q3 2019 | $2,652,000 | -2.7% | 48,295 | -2.2% | 0.01% | -6.7% |
| Q2 2019 | $2,725,000 | +1.5% | 49,406 | -1.5% | 0.02% | +7.1% |
| Q1 2019 | $2,685,000 | +10.5% | 50,177 | +0.2% | 0.01% | -6.7% |
| Q4 2018 | $2,430,000 | – | 50,060 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 47,414 | $2,840,000 | 3.06% |
| Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
| Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
| Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
| Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
| Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
| LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
| Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |