ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 251 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $229,500 | +1.8% | 3,069 | 0.0% | 0.02% | 0.0% |
Q1 2024 | $225,449 | +6.4% | 3,069 | 0.0% | 0.02% | 0.0% |
Q4 2023 | $211,915 | +5.1% | 3,069 | -3.4% | 0.02% | -4.2% |
Q3 2023 | $201,645 | -68.1% | 3,176 | -66.7% | 0.02% | -67.6% |
Q2 2023 | $632,818 | +1.2% | 9,539 | -3.0% | 0.07% | -5.1% |
Q1 2023 | $625,027 | -24.0% | 9,829 | -28.6% | 0.08% | -25.7% |
Q4 2022 | $822,817 | -37.5% | 13,771 | -42.0% | 0.10% | -42.0% |
Q3 2022 | $1,317,000 | -18.0% | 23,745 | -11.5% | 0.18% | -13.4% |
Q2 2022 | $1,607,000 | – | 26,825 | – | 0.21% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |