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 | $810,255 | -17.7% | 12,761 | -14.1% | 0.10% | -16.1% |
| Q2 2023 | $985,103 | +9.6% | 14,849 | +5.1% | 0.12% | +0.9% |
| Q1 2023 | $898,658 | +11.8% | 14,132 | +5.1% | 0.12% | +13.6% |
| Q4 2022 | $803,761 | +14.7% | 13,452 | +6.3% | 0.10% | +5.1% |
| Q3 2022 | $701,000 | -6.0% | 12,658 | +1.6% | 0.10% | -13.3% |
| Q2 2022 | $746,000 | -27.4% | 12,464 | -11.7% | 0.11% | -28.5% |
| Q1 2022 | $1,028,000 | 0.0% | 14,121 | 0.0% | 0.16% | 0.0% |
| Q4 2021 | $1,028,000 | -11.4% | 14,121 | -15.1% | 0.16% | -19.4% |
| Q3 2021 | $1,160,000 | -22.4% | 16,627 | -21.5% | 0.20% | -23.4% |
| Q2 2021 | $1,495,000 | -0.4% | 21,170 | -5.6% | 0.26% | -8.6% |
| Q1 2021 | $1,501,000 | +70.6% | 22,434 | +63.5% | 0.28% | +48.9% |
| Q4 2020 | $880,000 | +17.0% | 13,718 | +5.7% | 0.19% | +1.1% |
| Q3 2020 | $752,000 | +12.2% | 12,979 | +6.2% | 0.19% | +9.4% |
| Q2 2020 | $670,000 | +13.8% | 12,221 | +20.2% | 0.17% | +0.6% |
| Q4 2019 | $589,000 | +11.8% | 10,165 | +5.9% | 0.17% | -4.0% |
| Q3 2019 | $527,000 | -12.2% | 9,602 | -11.8% | 0.18% | -22.5% |
| Q2 2019 | $600,000 | -1.8% | 10,886 | -4.7% | 0.23% | -1.7% |
| Q1 2019 | $611,000 | +7.6% | 11,423 | -2.4% | 0.23% | -0.9% |
| Q4 2018 | $568,000 | +184.0% | 11,701 | +154.8% | 0.23% | -35.6% |
| Q3 2015 | $200,000 | -6.1% | 4,592 | +2.4% | 0.36% | +16.0% |
| Q2 2015 | $213,000 | +0.5% | 4,483 | +0.5% | 0.31% | +2.3% |
| Q1 2015 | $212,000 | – | 4,460 | – | 0.30% | – |
Download | ||||||
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% |