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 | $49,647 | -4.7% | 782 | -0.4% | 0.01% | -14.3% |
| Q2 2023 | $52,072 | -16.8% | 785 | -20.3% | 0.01% | -22.2% |
| Q1 2023 | $62,607 | +7.0% | 985 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $58,527 | -4.1% | 980 | -11.0% | 0.01% | -10.0% |
| Q3 2022 | $61,000 | -16.4% | 1,101 | -9.5% | 0.01% | -16.7% |
| Q2 2022 | $73,000 | -42.1% | 1,216 | -33.6% | 0.01% | -29.4% |
| Q1 2022 | $126,000 | -6.7% | 1,832 | -1.4% | 0.02% | 0.0% |
| Q4 2021 | $135,000 | +8.9% | 1,858 | +4.3% | 0.02% | 0.0% |
| Q3 2021 | $124,000 | -3.9% | 1,781 | -2.3% | 0.02% | 0.0% |
| Q2 2021 | $129,000 | +6.6% | 1,822 | +0.4% | 0.02% | -5.6% |
| Q1 2021 | $121,000 | +0.8% | 1,815 | -3.3% | 0.02% | -5.3% |
| Q4 2020 | $120,000 | +12.1% | 1,876 | +2.0% | 0.02% | -5.0% |
| Q3 2020 | $107,000 | +21.6% | 1,840 | +14.1% | 0.02% | +5.3% |
| Q2 2020 | $88,000 | +37.5% | 1,613 | +20.1% | 0.02% | +11.8% |
| Q1 2020 | $64,000 | +42.2% | 1,343 | +71.3% | 0.02% | +70.0% |
| Q4 2019 | $45,000 | – | 784 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
| Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
| Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
| Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
| Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
| Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
| LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
| MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |