ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,036,155 | -36.1% | 47,821 | -33.3% | 0.00% | -50.0% |
| Q2 2023 | $4,753,195 | -15.3% | 71,649 | -18.9% | 0.00% | 0.0% |
| Q1 2023 | $5,614,743 | +51.6% | 88,296 | +42.5% | 0.00% | 0.0% |
| Q4 2022 | $3,703,006 | +69.9% | 61,975 | +57.7% | 0.00% | +100.0% |
| Q3 2022 | $2,179,000 | +78.3% | 39,288 | +92.6% | 0.00% | 0.0% |
| Q2 2022 | $1,222,000 | +43.9% | 20,396 | +65.6% | 0.00% | – |
| Q1 2022 | $849,000 | +159.6% | 12,319 | +174.4% | 0.00% | – |
| Q4 2021 | $327,000 | -75.1% | 4,490 | -76.1% | 0.00% | – |
| Q3 2021 | $1,312,000 | -63.5% | 18,792 | -63.1% | 0.00% | -100.0% |
| Q2 2021 | $3,597,000 | +332.3% | 50,913 | +309.7% | 0.00% | – |
| Q1 2021 | $832,000 | -33.8% | 12,427 | -36.5% | 0.00% | -100.0% |
| Q4 2020 | $1,256,000 | -55.0% | 19,574 | -59.3% | 0.00% | -50.0% |
| Q3 2020 | $2,793,000 | -9.0% | 48,147 | -13.9% | 0.00% | 0.0% |
| Q2 2020 | $3,069,000 | +106.1% | 55,921 | +78.3% | 0.00% | +100.0% |
| Q1 2020 | $1,489,000 | +134.5% | 31,368 | +186.5% | 0.00% | 0.0% |
| Q4 2019 | $635,000 | -74.6% | 10,950 | -76.0% | 0.00% | -75.0% |
| Q3 2019 | $2,501,000 | +1011.6% | 45,539 | +1017.0% | 0.00% | – |
| Q2 2019 | $225,000 | -91.7% | 4,077 | -92.0% | 0.00% | -100.0% |
| Q1 2019 | $2,711,000 | -54.5% | 50,652 | -53.5% | 0.00% | -66.7% |
| Q3 2018 | $5,952,000 | -4.1% | 108,942 | -6.2% | 0.01% | -20.0% |
| Q2 2018 | $6,204,000 | -16.2% | 116,179 | -16.0% | 0.02% | -21.1% |
| Q1 2018 | $7,400,000 | +523.9% | 138,315 | +524.6% | 0.02% | +375.0% |
| Q3 2017 | $1,186,000 | -18.5% | 22,143 | -21.3% | 0.00% | -20.0% |
| Q2 2017 | $1,456,000 | -51.5% | 28,123 | -55.5% | 0.01% | -64.3% |
| Q3 2016 | $3,002,000 | -8.5% | 63,232 | -11.6% | 0.01% | -12.5% |
| Q2 2016 | $3,281,000 | -3.3% | 71,524 | -4.5% | 0.02% | -15.8% |
| Q1 2016 | $3,392,000 | +4.5% | 74,867 | +0.7% | 0.02% | -5.0% |
| Q3 2015 | $3,245,000 | +83.4% | 74,361 | +99.4% | 0.02% | +81.8% |
| Q2 2015 | $1,769,000 | – | 37,296 | – | 0.01% | – |
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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% |