ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 217 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,987 | -1.2% | 3,195 | -5.3% | 0.02% | +9.5% |
| Q1 2023 | $214,586 | -1.7% | 3,375 | -7.6% | 0.02% | 0.0% |
| Q4 2022 | $218,220 | +8.6% | 3,652 | +0.9% | 0.02% | -12.5% |
| Q3 2022 | $201,000 | -6.5% | 3,621 | +0.8% | 0.02% | +14.3% |
| Q2 2022 | $215,000 | -99.9% | 3,593 | -8.0% | 0.02% | -4.5% |
| Q1 2022 | $269,192,000 | +3.1% | 3,905 | +8.9% | 0.02% | +4.8% |
| Q4 2021 | $261,040,000 | +5.3% | 3,585 | +0.9% | 0.02% | -4.5% |
| Q3 2021 | $247,981,000 | +109142.7% | 3,552 | +10.4% | 0.02% | -24.1% |
| Q2 2021 | $227,000 | – | 3,217 | – | 0.03% | – |
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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% |