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 | $63 | -1.6% | 990 | +2.0% | 0.01% | 0.0% |
| Q2 2023 | $64 | +4.9% | 971 | +1.7% | 0.01% | 0.0% |
| Q1 2023 | $61 | +32.6% | 955 | +22.9% | 0.01% | +25.0% |
| Q4 2022 | $46 | -99.9% | 777 | +2.2% | 0.01% | 0.0% |
| Q3 2022 | $42,000 | -6.7% | 760 | +2.6% | 0.01% | 0.0% |
| Q2 2022 | $45,000 | -10.0% | 741 | +2.3% | 0.01% | +14.3% |
| Q1 2022 | $50,000 | 0.0% | 724 | +8.9% | 0.01% | -12.5% |
| Q4 2021 | $50,000 | +138.1% | 665 | +124.7% | 0.01% | +166.7% |
| Q3 2021 | $21,000 | +5.0% | 296 | +4.2% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +5.3% | 284 | +1.8% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | +11.8% | 279 | +5.3% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +13.3% | 265 | +2.3% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 259 | +1.6% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | +27.3% | 255 | +2.4% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -21.4% | 249 | +6.9% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | +16.7% | 233 | +2.6% | 0.00% | +50.0% |
| Q3 2019 | $12,000 | 0.0% | 227 | +3.7% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | +9.1% | 219 | +2.3% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 214 | +6.5% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | -9.1% | 201 | +3.6% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | +10.0% | 194 | +3.7% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | -9.1% | 187 | -10.1% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | +10.0% | 208 | +7.8% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | 0.0% | 193 | +3.2% | 0.00% | 0.0% |
| Q3 2017 | $10,000 | +25.0% | 187 | +21.4% | 0.00% | 0.0% |
| Q2 2017 | $8,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | +14.3% | 154 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $7,000 | -46.2% | 154 | -44.2% | 0.00% | -25.0% |
| Q3 2016 | $13,000 | 0.0% | 276 | 0.0% | 0.00% | -20.0% |
| Q2 2016 | $13,000 | 0.0% | 276 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $13,000 | +8.3% | 276 | 0.0% | 0.01% | +25.0% |
| Q4 2015 | $12,000 | 0.0% | 276 | 0.0% | 0.00% | -20.0% |
| Q3 2015 | $12,000 | -7.7% | 276 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $13,000 | +85.7% | 276 | +79.2% | 0.01% | +66.7% |
| Q1 2015 | $7,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $7,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $7,000 | 0.0% | 154 | 0.0% | 0.00% | -25.0% |
| Q2 2014 | $7,000 | 0.0% | 154 | 0.0% | 0.00% | +33.3% |
| Q1 2014 | $7,000 | 0.0% | 154 | 0.0% | 0.00% | -25.0% |
| Q4 2013 | $7,000 | – | 154 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 47,414 | $2,840,000 | 3.06% |
| Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
| Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
| Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
| Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
| Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
| LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
| Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |