ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 217 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,926,807 | +75.2% | 212,982 | +72.1% | 0.69% | +96.9% |
| Q1 2024 | $9,091,202 | +1231770.2% | 123,757 | +1012.6% | 0.35% | +340.0% |
| Q2 2023 | $738 | -99.9% | 11,123 | +5.3% | 0.08% | +25.0% |
| Q1 2022 | $728,000 | -51.2% | 10,564 | -50.6% | 0.06% | -48.0% |
| Q3 2021 | $1,493,000 | – | 21,391 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 182,968 | $9,789,000 | 4.22% |
| Legacy Financial Strategies, LLC | 53,416 | $2,858,000 | 2.79% |
| MARINO, STRAM & ASSOCIATES LLC | 51,334 | $2,746,000 | 2.54% |
| Madrona Financial Services, LLC | 56,503 | $3,023,000 | 2.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 71,701 | $3,836,000 | 1.72% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 31,245 | $1,671,000 | 1.24% |
| Shakespeare Wealth Management, LLC | 25,900 | $1,386,000 | 1.20% |
| Archford Capital Strategies, LLC | 49,031 | $2,743,000 | 1.14% |
| LBMC INVESTMENT ADVISORS, LLC | 120,839 | $6,465,000 | 1.12% |
| Canal Capital Management, LLC | 26,251 | $1,404,000 | 0.81% |