ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,579 | -12.4% | 4,120 | -8.5% | 0.12% | -18.5% |
| Q2 2023 | $298,596 | +4.3% | 4,501 | 0.0% | 0.15% | -5.2% |
| Q1 2023 | $286,219 | +6.4% | 4,501 | 0.0% | 0.15% | 0.0% |
| Q4 2022 | $268,935 | +7.6% | 4,501 | -0.0% | 0.15% | 0.0% |
| Q3 2022 | $250,000 | -23.1% | 4,502 | -17.1% | 0.15% | -18.9% |
| Q2 2022 | $325,000 | -62.8% | 5,432 | -57.6% | 0.19% | -55.6% |
| Q1 2022 | $873,000 | -70.8% | 12,823 | -68.7% | 0.43% | -66.1% |
| Q4 2021 | $2,986,000 | +13.6% | 41,006 | +8.9% | 1.26% | +1.2% |
| Q3 2021 | $2,628,000 | +2.0% | 37,646 | +3.3% | 1.25% | -5.7% |
| Q2 2021 | $2,576,000 | +5.1% | 36,458 | -0.4% | 1.32% | +5.3% |
| Q1 2021 | $2,451,000 | +8.9% | 36,617 | +4.4% | 1.26% | +0.1% |
| Q4 2020 | $2,250,000 | +22.5% | 35,062 | +10.7% | 1.26% | +8.9% |
| Q3 2020 | $1,837,000 | +12.3% | 31,668 | +6.2% | 1.15% | +1.9% |
| Q2 2020 | $1,636,000 | +12.4% | 29,813 | -2.7% | 1.13% | -6.4% |
| Q1 2020 | $1,455,000 | -27.1% | 30,647 | -10.9% | 1.21% | -16.7% |
| Q4 2019 | $1,996,000 | +2.8% | 34,412 | -2.7% | 1.45% | +1.7% |
| Q3 2019 | $1,942,000 | -2.8% | 35,367 | -2.4% | 1.43% | -23.1% |
| Q2 2019 | $1,998,000 | -32.0% | 36,227 | -34.0% | 1.85% | -42.4% |
| Q1 2019 | $2,938,000 | +7.1% | 54,891 | -2.8% | 3.22% | +32.9% |
| Q4 2018 | $2,743,000 | -12.8% | 56,499 | -1.9% | 2.42% | +1.3% |
| Q3 2018 | $3,147,000 | +7.0% | 57,599 | +4.6% | 2.39% | +1.1% |
| Q2 2018 | $2,942,000 | -2.7% | 55,090 | -2.5% | 2.37% | -1.7% |
| Q1 2018 | $3,023,000 | +7.0% | 56,503 | +7.7% | 2.41% | +0.8% |
| Q4 2017 | $2,825,000 | +6.7% | 52,439 | +6.1% | 2.39% | -2.0% |
| Q3 2017 | $2,648,000 | +15.0% | 49,413 | +11.1% | 2.44% | +4.2% |
| Q2 2017 | $2,303,000 | +8.5% | 44,466 | +4.6% | 2.34% | +2.8% |
| Q1 2017 | $2,123,000 | +49.7% | 42,509 | +41.6% | 2.27% | +45.1% |
| Q4 2016 | $1,418,000 | -0.7% | 30,028 | -0.2% | 1.57% | +3.1% |
| Q3 2016 | $1,428,000 | -4.5% | 30,074 | -7.7% | 1.52% | -4.4% |
| Q2 2016 | $1,495,000 | +11.1% | 32,591 | +9.7% | 1.59% | +14.2% |
| Q1 2016 | $1,346,000 | +102.4% | 29,699 | +100.4% | 1.39% | +108.7% |
| Q4 2015 | $665,000 | +40.9% | 14,822 | +37.0% | 0.67% | +30.8% |
| Q3 2015 | $472,000 | +5.8% | 10,821 | +15.1% | 0.51% | +11.8% |
| Q2 2015 | $446,000 | +4.9% | 9,405 | +5.0% | 0.46% | +6.8% |
| Q1 2015 | $425,000 | -3.0% | 8,953 | -5.3% | 0.43% | -8.2% |
| Q4 2014 | $438,000 | – | 9,458 | – | 0.46% | – |
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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% |