Diversified Trust Co - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Diversified Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$770,618
+15.9%
11,160
+6.6%
0.03%
+4.0%
Q3 2023$664,730
-10.7%
10,469
-6.7%
0.02%
-7.4%
Q2 2023$744,196
+5.6%
11,217
+1.2%
0.03%0.0%
Q1 2023$704,612
+111565.9%
11,080
+4.9%
0.03%
+3.8%
Q4 2022$631
-99.9%
10,565
+7.9%
0.03%
+4.0%
Q3 2022$543,000
-5.1%
9,791
+2.5%
0.02%
+4.2%
Q2 2022$572,000
-4.7%
9,556
+9.8%
0.02%
+14.3%
Q1 2022$600,000
+10.5%
8,700
+16.7%
0.02%
+16.7%
Q4 2021$543,000
+15.0%
7,453
+10.3%
0.02%
+5.9%
Q3 2021$472,000
+9.0%
6,759
+10.2%
0.02%
+6.2%
Q2 2021$433,000
+4.8%
6,131
-0.6%
0.02%0.0%
Q1 2021$413,000
+20.1%
6,170
+15.2%
0.02%
+14.3%
Q4 2020$344,000
+14.7%
5,358
+3.5%
0.01%0.0%
Q3 2020$300,000
+6.0%
5,177
+0.4%
0.01%0.0%
Q2 2020$283,000
+31.0%
5,154
+13.5%
0.01%
+7.7%
Q1 2020$216,000
-6.9%
4,541
+13.3%
0.01%
+30.0%
Q4 2019$232,0004,0080.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Fort Henry Capital, LLC 59,288$3,805,0003.80%
NORTHWEST WEALTH MANAGEMENT, LLC 75,500$4,846,0003.34%
Peregrine Asset Advisers, Inc. 101,428$6,510,0003.04%
PATTON ALBERTSON MILLER GROUP, LLC 104,422$7,028,0001.67%
Ahrens Investment Partners LLC 46,536$2,987,0001.60%
Trilogy Capital Inc. 292,398$18,766,0001.53%
Madrona Financial Services, LLC 35,062$2,250,0001.26%
Weaver Consulting Group 30,765$1,974,0001.23%
LBMC INVESTMENT ADVISORS, LLC 160,681$10,313,0001.22%
MARINO, STRAM & ASSOCIATES LLC 39,464$2,533,0001.12%
View complete list of ISHARES TR shareholders