ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,437 | -3.9% | 4,984 | +0.4% | 0.05% | 0.0% |
| Q2 2023 | $329,380 | +6.5% | 4,965 | +2.1% | 0.05% | -3.6% |
| Q1 2023 | $309,283 | +6.8% | 4,864 | +0.3% | 0.06% | -1.8% |
| Q4 2022 | $289,673 | -8.6% | 4,848 | -15.2% | 0.06% | -16.4% |
| Q3 2022 | $317,000 | -7.0% | 5,716 | +0.4% | 0.07% | -6.9% |
| Q2 2022 | $341,000 | -14.5% | 5,692 | -1.7% | 0.07% | -4.0% |
| Q1 2022 | $399,000 | -5.5% | 5,789 | 0.0% | 0.08% | -7.4% |
| Q4 2021 | $422,000 | +8.5% | 5,789 | +3.8% | 0.08% | +1.2% |
| Q3 2021 | $389,000 | -1.0% | 5,577 | +0.3% | 0.08% | -9.1% |
| Q2 2021 | $393,000 | +5.6% | 5,562 | +0.1% | 0.09% | -3.3% |
| Q1 2021 | $372,000 | +4.2% | 5,557 | -0.2% | 0.09% | +1.1% |
| Q4 2020 | $357,000 | +19.8% | 5,566 | +8.3% | 0.09% | -15.9% |
| Q3 2020 | $298,000 | +5.3% | 5,141 | 0.0% | 0.11% | -1.8% |
| Q2 2020 | $283,000 | +19.9% | 5,141 | +3.7% | 0.11% | 0.0% |
| Q1 2020 | $236,000 | -11.3% | 4,958 | +8.1% | 0.11% | +12.4% |
| Q4 2019 | $266,000 | +5.6% | 4,585 | +0.2% | 0.10% | -1.0% |
| Q3 2019 | $252,000 | 0.0% | 4,577 | +0.5% | 0.10% | -2.0% |
| Q2 2019 | $252,000 | -3.1% | 4,555 | -6.1% | 0.10% | -7.4% |
| Q1 2019 | $260,000 | -1.1% | 4,853 | -10.3% | 0.11% | -18.2% |
| Q4 2018 | $263,000 | – | 5,411 | – | 0.13% | – |
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% |