ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $675,271 | -1.4% | 10,636 | +3.1% | 0.05% | +5.9% |
Q2 2023 | $684,566 | +6.6% | 10,319 | +2.2% | 0.05% | +2.0% |
Q1 2023 | $642,089 | +6.6% | 10,097 | +0.2% | 0.05% | -2.0% |
Q4 2022 | $602,342 | +6.8% | 10,081 | -1.0% | 0.05% | -1.9% |
Q3 2022 | $564,000 | -28.7% | 10,179 | -23.0% | 0.05% | -25.7% |
Q2 2022 | $791,000 | -14.0% | 13,215 | -0.9% | 0.07% | -2.8% |
Q1 2022 | $920,000 | -5.1% | 13,340 | +0.3% | 0.07% | 0.0% |
Q4 2021 | $969,000 | +4.0% | 13,304 | -0.4% | 0.07% | -5.3% |
Q3 2021 | $932,000 | -4.9% | 13,352 | -3.7% | 0.08% | -6.2% |
Q2 2021 | $980,000 | +9.4% | 13,865 | +3.6% | 0.08% | +5.2% |
Q1 2021 | $896,000 | +332.9% | 13,384 | +188.5% | 0.08% | -61.9% |
Q4 2013 | $207,000 | – | 4,639 | – | 0.20% | – |
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% |