ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 247 filers reported holding ISHARES TR in Q1 2023. 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% | – |
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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% |