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 | $5,041,902 | +0.3% | 79,413 | +4.8% | 0.22% | -0.5% |
| Q2 2023 | $5,028,377 | +2.3% | 75,797 | -2.0% | 0.22% | -14.0% |
| Q1 2023 | $4,916,827 | +24.5% | 77,321 | +17.0% | 0.26% | +17.4% |
| Q4 2022 | $3,949,890 | +6.6% | 66,107 | -1.1% | 0.22% | -16.1% |
| Q3 2022 | $3,706,000 | -12.0% | 66,832 | -5.0% | 0.26% | -32.4% |
| Q2 2022 | $4,213,000 | -4.1% | 70,347 | +10.4% | 0.39% | +4.0% |
| Q1 2022 | $4,393,000 | +4.4% | 63,717 | +4.8% | 0.37% | +1.9% |
| Q4 2021 | $4,209,000 | +3.7% | 60,818 | +9.6% | 0.36% | +4.9% |
| Q3 2021 | $4,057,000 | -4.6% | 55,506 | -6.3% | 0.35% | -11.5% |
| Q2 2021 | $4,251,000 | +4.6% | 59,233 | +1.1% | 0.39% | -2.2% |
| Q1 2021 | $4,064,000 | +7.9% | 58,613 | +4.3% | 0.40% | +1.5% |
| Q4 2020 | $3,765,000 | +27.5% | 56,211 | +8.0% | 0.40% | +0.5% |
| Q3 2020 | $2,953,000 | -12.9% | 52,059 | -10.1% | 0.39% | -10.5% |
| Q2 2020 | $3,389,000 | +44.0% | 57,931 | +16.9% | 0.44% | +10.6% |
| Q1 2020 | $2,353,000 | -28.8% | 49,573 | -11.5% | 0.40% | -8.5% |
| Q4 2019 | $3,303,000 | +14.9% | 56,015 | +7.0% | 0.43% | +5.3% |
| Q3 2019 | $2,875,000 | +8.8% | 52,356 | +9.3% | 0.41% | +4.8% |
| Q2 2019 | $2,642,000 | +14.6% | 47,910 | +11.3% | 0.39% | +10.1% |
| Q1 2019 | $2,305,000 | +26.0% | 43,059 | +14.3% | 0.36% | +11.9% |
| Q4 2018 | $1,829,000 | +3.0% | 37,678 | +16.0% | 0.32% | +21.8% |
| Q3 2018 | $1,775,000 | +5.2% | 32,494 | +2.8% | 0.26% | 0.0% |
| Q2 2018 | $1,687,000 | +22.1% | 31,600 | +22.3% | 0.26% | +17.5% |
| Q1 2018 | $1,382,000 | -2.2% | 25,834 | -1.5% | 0.22% | +10.4% |
| Q4 2017 | $1,413,000 | +6.6% | 26,223 | +5.9% | 0.20% | -29.9% |
| Q3 2017 | $1,326,000 | -1.1% | 24,754 | -4.4% | 0.29% | -14.5% |
| Q2 2017 | $1,341,000 | +16.7% | 25,895 | +12.5% | 0.34% | +11.2% |
| Q1 2017 | $1,149,000 | +36.5% | 23,013 | +29.1% | 0.30% | -3.2% |
| Q4 2016 | $842,000 | +46.4% | 17,824 | +47.2% | 0.31% | +30.4% |
| Q3 2016 | $575,000 | +35.0% | 12,106 | +30.2% | 0.24% | +24.4% |
| Q2 2016 | $426,000 | +9.8% | 9,296 | +8.5% | 0.19% | -18.6% |
| Q1 2016 | $388,000 | +165.8% | 8,571 | +156.0% | 0.24% | +134.7% |
| Q3 2015 | $146,000 | -18.4% | 3,348 | -11.2% | 0.10% | -8.2% |
| Q2 2015 | $179,000 | +2.3% | 3,770 | +2.6% | 0.11% | +23.6% |
| Q1 2015 | $175,000 | +13.6% | 3,675 | +10.4% | 0.09% | +15.6% |
| Q4 2014 | $154,000 | +12.4% | 3,329 | +11.0% | 0.08% | +4.1% |
| Q3 2014 | $137,000 | +8.7% | 3,000 | +12.1% | 0.07% | +42.3% |
| Q2 2014 | $126,000 | +53.7% | 2,675 | +48.0% | 0.05% | +40.5% |
| Q1 2014 | $82,000 | +7.9% | 1,807 | +6.4% | 0.04% | +37.0% |
| Q4 2013 | $76,000 | +145.2% | 1,698 | +132.3% | 0.03% | +68.8% |
| Q3 2013 | $31,000 | – | 731 | – | 0.02% | – |
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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% |