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 | $762,007 | -3.9% | 12,002 | +0.4% | 0.10% | 0.0% |
| Q2 2023 | $792,896 | +9.8% | 11,952 | +5.2% | 0.10% | +1.1% |
| Q1 2023 | $722,319 | +0.8% | 11,359 | -5.3% | 0.09% | -6.0% |
| Q4 2022 | $716,701 | +6.3% | 11,995 | -1.3% | 0.10% | -3.8% |
| Q3 2022 | $674,000 | +3.7% | 12,156 | +12.1% | 0.10% | +5.1% |
| Q2 2022 | $650,000 | -12.8% | 10,845 | +0.4% | 0.10% | 0.0% |
| Q1 2022 | $745,000 | +1.4% | 10,802 | +7.1% | 0.10% | +10.0% |
| Q4 2021 | $735,000 | +4.3% | 10,088 | -0.1% | 0.09% | -5.3% |
| Q3 2021 | $705,000 | -0.4% | 10,098 | +0.8% | 0.10% | -1.0% |
| Q2 2021 | $708,000 | +0.3% | 10,015 | -5.0% | 0.10% | -6.8% |
| Q1 2021 | $706,000 | +1.9% | 10,542 | -2.4% | 0.10% | -9.6% |
| Q4 2020 | $693,000 | +4850.0% | 10,799 | +4289.8% | 0.11% | +3700.0% |
| Q3 2020 | $14,000 | +7.7% | 246 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | -97.8% | 245 | -98.0% | 0.00% | -97.9% |
| Q1 2020 | $582,000 | +2228.0% | 12,253 | +2716.8% | 0.14% | +2700.0% |
| Q4 2019 | $25,000 | +4.2% | 435 | +0.7% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | 0.0% | 432 | +0.5% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | -11.1% | 430 | -14.7% | 0.01% | -16.7% |
| Q1 2019 | $27,000 | -97.2% | 504 | -97.4% | 0.01% | -97.2% |
| Q4 2018 | $959,000 | -2.4% | 19,748 | +7.3% | 0.22% | +4.3% |
| Q2 2018 | $983,000 | +7.7% | 18,405 | +7.9% | 0.21% | +6.7% |
| Q1 2018 | $913,000 | +7.0% | 17,063 | +7.8% | 0.20% | +8.9% |
| Q4 2017 | $853,000 | +6.6% | 15,832 | +6.1% | 0.18% | 0.0% |
| Q3 2017 | $800,000 | +5.7% | 14,927 | +2.1% | 0.18% | +4.1% |
| Q2 2017 | $757,000 | +2.7% | 14,620 | -0.9% | 0.17% | -1.1% |
| Q1 2017 | $737,000 | +11.5% | 14,752 | +5.4% | 0.17% | +8.1% |
| Q4 2016 | $661,000 | – | 13,990 | – | 0.16% | – |
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% |