ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. 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 ↓ |
|---|---|---|---|
| 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% |