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 | $7,152,005 | -4.2% | 112,648 | +0.1% | 1.40% | -2.7% |
| Q2 2023 | $7,465,290 | +5.0% | 112,531 | +0.7% | 1.44% | +10.8% |
| Q1 2023 | $7,106,993 | +6.8% | 111,763 | +0.4% | 1.30% | +6.6% |
| Q4 2022 | $6,652,191 | +10.8% | 111,334 | +2.8% | 1.22% | -5.4% |
| Q3 2022 | $6,004,000 | -11.5% | 108,282 | -4.5% | 1.29% | -6.9% |
| Q2 2022 | $6,788,000 | -12.3% | 113,344 | +1.0% | 1.39% | +4.3% |
| Q1 2022 | $7,737,000 | -6.1% | 112,235 | -0.8% | 1.33% | -0.2% |
| Q4 2021 | $8,243,000 | +5.1% | 113,197 | +0.8% | 1.33% | -11.1% |
| Q3 2021 | $7,841,000 | -0.9% | 112,322 | +0.3% | 1.50% | -16.8% |
| Q2 2021 | $7,910,000 | +6.4% | 111,958 | +0.8% | 1.80% | +0.2% |
| Q1 2021 | $7,433,000 | +5.8% | 111,061 | +6.4% | 1.80% | +7.7% |
| Q4 2020 | $7,028,000 | +23.8% | 104,422 | +6.7% | 1.67% | +3.7% |
| Q3 2020 | $5,675,000 | +6.2% | 97,851 | +0.5% | 1.61% | +3.5% |
| Q2 2020 | $5,343,000 | +32.4% | 97,350 | +14.5% | 1.55% | +14.0% |
| Q1 2020 | $4,036,000 | -17.3% | 85,035 | +1.1% | 1.36% | +6.5% |
| Q4 2019 | $4,879,000 | +9.5% | 84,117 | +3.6% | 1.28% | +1.3% |
| Q3 2019 | $4,457,000 | +2.3% | 81,155 | +0.1% | 1.26% | +0.4% |
| Q2 2019 | $4,355,000 | +5.6% | 81,039 | +5.1% | 1.26% | -39.8% |
| Q1 2019 | $4,125,000 | +5.1% | 77,083 | +1.3% | 2.09% | -0.1% |
| Q4 2018 | $3,926,000 | +6.4% | 76,094 | +3.5% | 2.09% | +12.0% |
| Q3 2018 | $3,691,000 | -7.1% | 73,527 | -1.2% | 1.87% | -6.7% |
| Q2 2018 | $3,973,000 | +3.6% | 74,402 | +3.8% | 2.00% | +16.2% |
| Q1 2018 | $3,836,000 | +1.5% | 71,701 | +2.2% | 1.72% | +11.9% |
| Q4 2017 | $3,781,000 | +0.5% | 70,183 | +0.3% | 1.54% | -6.0% |
| Q3 2017 | $3,764,000 | -3.0% | 69,943 | -5.2% | 1.64% | -4.8% |
| Q2 2017 | $3,881,000 | +3.9% | 73,752 | +0.6% | 1.72% | +11.5% |
| Q1 2017 | $3,735,000 | +15.8% | 73,299 | +7.3% | 1.54% | +12.0% |
| Q4 2016 | $3,224,000 | -0.2% | 68,286 | +0.3% | 1.38% | -3.2% |
| Q3 2016 | $3,231,000 | +19.5% | 68,048 | +15.5% | 1.42% | +17.7% |
| Q2 2016 | $2,703,000 | – | 58,920 | – | 1.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 266,687 | $15,934,552 | 3.24% |
| Fort Henry Capital, LLC | 48,212 | $2,880,667 | 2.61% |
| Consilium Wealth Advisory, LLC | 47,675 | $2,848,581 | 2.43% |
| Archvest Wealth Advisors, Inc. | 39,579 | $2,364,856 | 2.34% |
| Allen Capital Group, LLC | 39,579 | $2,364,856 | 2.34% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 84,847 | $5,069,579 | 2.17% |
| UNIQUE WEALTH, LLC | 63,361 | $3,785,801 | 2.02% |
| PATTON ALBERTSON MILLER GROUP, LLC | 111,334 | $6,652,191 | 1.22% |
| Weaver Consulting Group | 38,014 | $2,271,321 | 1.16% |
| Legacy Financial Group LLC | 64,684 | $3,864,896 | 1.16% |