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 | $8,785,460 | -10.4% | 141,404 | -4.4% | 0.94% | -3.0% |
| Q2 2023 | $9,809,050 | +2.5% | 147,860 | -1.8% | 0.96% | -0.3% |
| Q1 2023 | $9,571,771 | +6.9% | 150,523 | +0.5% | 0.97% | +2.3% |
| Q4 2022 | $8,953,035 | +8.1% | 149,842 | +0.3% | 0.94% | -0.8% |
| Q3 2022 | $8,283,000 | -6.8% | 149,386 | +0.7% | 0.95% | -1.2% |
| Q2 2022 | $8,885,000 | -13.5% | 148,353 | -0.5% | 0.96% | +6.2% |
| Q1 2022 | $10,274,000 | -5.0% | 149,030 | +0.4% | 0.91% | -2.8% |
| Q4 2021 | $10,811,000 | +4.1% | 148,468 | +230.3% | 0.94% | -3.7% |
| Q3 2021 | $10,388,000 | -1.6% | 44,956 | -69.9% | 0.97% | -3.3% |
| Q2 2021 | $10,560,000 | -2.3% | 149,472 | -7.5% | 1.00% | -11.9% |
| Q1 2021 | $10,814,000 | +4.9% | 161,576 | +0.6% | 1.14% | -6.3% |
| Q4 2020 | $10,313,000 | +12.3% | 160,681 | +1.5% | 1.22% | -4.6% |
| Q3 2020 | $9,182,000 | +7.3% | 158,302 | +1.6% | 1.27% | -5.5% |
| Q2 2020 | $8,554,000 | +16.8% | 155,866 | +1.0% | 1.35% | -1.2% |
| Q1 2020 | $7,324,000 | -18.8% | 154,323 | -0.7% | 1.36% | +7.2% |
| Q4 2019 | $9,016,000 | +8.5% | 155,444 | +2.7% | 1.27% | +1.0% |
| Q3 2019 | $8,312,000 | -0.0% | 151,355 | +0.4% | 1.26% | +0.2% |
| Q2 2019 | $8,316,000 | +3.6% | 150,789 | +0.5% | 1.26% | -1.2% |
| Q1 2019 | $8,028,000 | +17.0% | 149,993 | +6.1% | 1.27% | +0.7% |
| Q4 2018 | $6,863,000 | -6.7% | 141,364 | +5.0% | 1.26% | +7.8% |
| Q3 2018 | $7,353,000 | +7.3% | 134,591 | +4.9% | 1.17% | +3.6% |
| Q2 2018 | $6,852,000 | +6.0% | 128,315 | +6.2% | 1.13% | +1.1% |
| Q1 2018 | $6,465,000 | +5.8% | 120,839 | +6.5% | 1.12% | +12.2% |
| Q4 2017 | $6,112,000 | +4.2% | 113,429 | +3.6% | 1.00% | -1.6% |
| Q3 2017 | $5,865,000 | +5.3% | 109,469 | +1.8% | 1.01% | +3.6% |
| Q2 2017 | $5,570,000 | +0.8% | 107,557 | -2.8% | 0.98% | -1.1% |
| Q1 2017 | $5,525,000 | +11.4% | 110,633 | +5.3% | 0.99% | +6.5% |
| Q4 2016 | $4,960,000 | -2.2% | 105,046 | -1.6% | 0.93% | -4.5% |
| Q3 2016 | $5,070,000 | +6.5% | 106,772 | +2.8% | 0.97% | +1.9% |
| Q2 2016 | $4,762,000 | +8.3% | 103,814 | +7.0% | 0.96% | +5.1% |
| Q1 2016 | $4,398,000 | +10.9% | 97,065 | +9.7% | 0.91% | +6.2% |
| Q4 2015 | $3,966,000 | +9.0% | 88,457 | +6.1% | 0.86% | +4.0% |
| Q3 2015 | $3,639,000 | -5.4% | 83,406 | +2.8% | 0.82% | +0.9% |
| Q2 2015 | $3,847,000 | +6.4% | 81,103 | +6.6% | 0.82% | +1.0% |
| Q1 2015 | $3,615,000 | +7.6% | 76,108 | +4.8% | 0.81% | +3.6% |
| Q4 2014 | $3,360,000 | +3.5% | 72,608 | +2.0% | 0.78% | -0.9% |
| Q3 2014 | $3,245,000 | +236.3% | 71,216 | +248.3% | 0.79% | +201.5% |
| Q2 2014 | $965,000 | -68.0% | 20,445 | -69.2% | 0.26% | -65.6% |
| Q1 2014 | $3,014,000 | +25.4% | 66,449 | +23.3% | 0.76% | +20.7% |
| Q4 2013 | $2,404,000 | +15.0% | 53,898 | +8.3% | 0.63% | +1.9% |
| Q3 2013 | $2,090,000 | +11.2% | 49,785 | +5.9% | 0.62% | -5.4% |
| Q2 2013 | $1,879,000 | – | 47,004 | – | 0.65% | – |
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% |