ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $278,217 | -4.3% | 4,382 | -0.0% | 0.05% | -3.9% |
Q2 2023 | $290,747 | +6.8% | 4,383 | +2.4% | 0.05% | +2.0% |
Q1 2023 | $272,150 | +10.3% | 4,280 | +3.7% | 0.05% | -2.0% |
Q4 2022 | $246,706 | +5.4% | 4,129 | +5.6% | 0.05% | +2.0% |
Q2 2022 | $234,000 | -7.9% | 3,910 | +6.0% | 0.05% | +4.2% |
Q1 2022 | $254,000 | – | 3,690 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |