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 | $7,717 | -3.6% | 122 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $8,002 | +4.6% | 121 | +0.8% | 0.00% | -50.0% |
| Q1 2023 | $7,648 | +6.4% | 120 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $7,186 | +2.7% | 120 | +0.8% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 119 | +0.8% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 118 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -11.1% | 118 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | -40.0% | 118 | -45.6% | 0.00% | -50.0% |
| Q3 2021 | $15,000 | 0.0% | 217 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 216 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | 0.0% | 216 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $14,000 | +16.7% | 216 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | 0.0% | 215 | +0.5% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +20.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -16.7% | 214 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $12,000 | -20.0% | 214 | -22.5% | 0.00% | -25.0% |
| Q3 2019 | $15,000 | 0.0% | 276 | +0.7% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | 0.0% | 274 | +0.4% | 0.00% | -20.0% |
| Q1 2019 | $15,000 | +15.4% | 273 | +0.4% | 0.01% | +25.0% |
| Q4 2018 | $13,000 | -13.3% | 272 | 0.0% | 0.00% | -20.0% |
| Q3 2018 | $15,000 | +7.1% | 272 | +0.7% | 0.01% | 0.0% |
| Q2 2018 | $14,000 | 0.0% | 270 | 0.0% | 0.01% | +25.0% |
| Q1 2018 | $14,000 | 0.0% | 270 | +2.7% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | 0.0% | 263 | 0.0% | 0.00% | -20.0% |
| Q3 2017 | $14,000 | -61.1% | 263 | -62.0% | 0.01% | -61.5% |
| Q2 2017 | $36,000 | +2.9% | 692 | 0.0% | 0.01% | -7.1% |
| Q1 2017 | $35,000 | -2.8% | 692 | -8.3% | 0.01% | -6.7% |
| Q4 2016 | $36,000 | 0.0% | 755 | +0.3% | 0.02% | -6.2% |
| Q3 2016 | $36,000 | -5.3% | 753 | -8.1% | 0.02% | -5.9% |
| Q2 2016 | $38,000 | 0.0% | 819 | -3.3% | 0.02% | -19.0% |
| Q1 2016 | $38,000 | 0.0% | 847 | +0.5% | 0.02% | -4.5% |
| Q4 2015 | $38,000 | -2.6% | 843 | -6.0% | 0.02% | -12.0% |
| Q3 2015 | $39,000 | -7.1% | 897 | +0.3% | 0.02% | -3.8% |
| Q2 2015 | $42,000 | +5.0% | 894 | +5.9% | 0.03% | +4.0% |
| Q1 2015 | $40,000 | +2.6% | 844 | +0.1% | 0.02% | -10.7% |
| Q4 2014 | $39,000 | +2.6% | 843 | +0.1% | 0.03% | -3.4% |
| Q3 2014 | $38,000 | +2.7% | 842 | +8.6% | 0.03% | 0.0% |
| Q2 2014 | $37,000 | +12.1% | 775 | +5.6% | 0.03% | +3.6% |
| Q1 2014 | $33,000 | 0.0% | 734 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $33,000 | -45.9% | 734 | -49.5% | 0.03% | -51.7% |
| Q3 2013 | $61,000 | – | 1,453 | – | 0.06% | – |
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% |