ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,596,224 | +72.4% | 25,141 | +50.6% | 0.83% | -24.4% |
| Q3 2022 | $926,000 | -10.4% | 16,692 | -3.3% | 1.10% | +45.6% |
| Q2 2022 | $1,034,000 | -31.5% | 17,270 | -21.1% | 0.75% | -2.5% |
| Q1 2022 | $1,510,000 | -79.5% | 21,899 | -78.3% | 0.77% | -74.2% |
| Q4 2021 | $7,358,000 | +3.3% | 101,045 | -1.0% | 2.99% | -17.7% |
| Q3 2021 | $7,124,000 | -1.2% | 102,047 | +0.0% | 3.64% | +10.8% |
| Q2 2021 | $7,208,000 | +6.8% | 102,025 | +1.1% | 3.28% | -4.5% |
| Q1 2021 | $6,752,000 | +3.7% | 100,876 | -0.5% | 3.44% | +12.9% |
| Q4 2020 | $6,510,000 | +9.7% | 101,428 | -0.8% | 3.04% | -6.7% |
| Q3 2020 | $5,932,000 | +5.6% | 102,271 | -0.1% | 3.26% | +2.4% |
| Q2 2020 | $5,618,000 | +36.3% | 102,377 | +17.8% | 3.19% | +2.5% |
| Q1 2020 | $4,123,000 | – | 86,876 | – | 3.11% | – |
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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% |