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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |