ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 301 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $281,786 | -6.2% | 3,768 | -7.8% | 0.02% | -20.0% |
| Q1 2024 | $300,279 | +3.3% | 4,088 | -2.9% | 0.02% | 0.0% |
| Q4 2023 | $290,577 | +26.4% | 4,208 | +16.2% | 0.02% | +17.6% |
| Q3 2023 | $229,803 | +4.9% | 3,620 | +9.6% | 0.02% | +6.2% |
| Q2 2023 | $219,085 | +5.0% | 3,302 | +0.7% | 0.02% | +14.3% |
| Q1 2023 | $208,554 | +1.4% | 3,280 | -4.7% | 0.01% | -6.7% |
| Q4 2022 | $205,677 | -3.9% | 3,442 | +16.9% | 0.02% | +7.1% |
| Q4 2021 | $214,000 | – | 2,944 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 182,968 | $9,789,000 | 4.22% |
| Legacy Financial Strategies, LLC | 53,416 | $2,858,000 | 2.79% |
| MARINO, STRAM & ASSOCIATES LLC | 51,334 | $2,746,000 | 2.54% |
| Madrona Financial Services, LLC | 56,503 | $3,023,000 | 2.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 71,701 | $3,836,000 | 1.72% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 31,245 | $1,671,000 | 1.24% |
| Shakespeare Wealth Management, LLC | 25,900 | $1,386,000 | 1.20% |
| Archford Capital Strategies, LLC | 49,031 | $2,743,000 | 1.14% |
| LBMC INVESTMENT ADVISORS, LLC | 120,839 | $6,465,000 | 1.12% |
| Canal Capital Management, LLC | 26,251 | $1,404,000 | 0.81% |