ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $198,739 | -50.8% | 3,130 | -53.3% | 0.01% | 0.0% |
| Q2 2023 | $403,853 | +141.5% | 6,706 | +116.8% | 0.01% | +28.6% |
| Q1 2023 | $167,251 | +36739.4% | 3,093 | -62.5% | 0.01% | -41.7% |
| Q4 2022 | $454 | -99.9% | 8,248 | -14.5% | 0.01% | -14.3% |
| Q3 2022 | $532,000 | +0.8% | 9,644 | +0.5% | 0.01% | -17.6% |
| Q2 2022 | $528,000 | -36.3% | 9,598 | -35.8% | 0.02% | +70.0% |
| Q1 2022 | $829,000 | +159.9% | 14,952 | +247.6% | 0.01% | +66.7% |
| Q4 2021 | $319,000 | +4.2% | 4,301 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $306,000 | +4.8% | 4,297 | +3.5% | 0.01% | 0.0% |
| Q2 2021 | $292,000 | +14.5% | 4,153 | +8.2% | 0.01% | +20.0% |
| Q1 2021 | $255,000 | -24.1% | 3,837 | -27.8% | 0.01% | -64.3% |
| Q4 2020 | $336,000 | +45.5% | 5,314 | +32.1% | 0.01% | 0.0% |
| Q3 2020 | $231,000 | +9.0% | 4,024 | +2.6% | 0.01% | -17.6% |
| Q2 2020 | $212,000 | +11.6% | 3,922 | -0.7% | 0.02% | -10.5% |
| Q1 2020 | $190,000 | -15.6% | 3,949 | +1.3% | 0.02% | +11.8% |
| Q4 2019 | $225,000 | +0.9% | 3,899 | -4.0% | 0.02% | +13.3% |
| Q3 2019 | $223,000 | +70.2% | 4,063 | +65.4% | 0.02% | -16.7% |
| Q1 2019 | $131,000 | -10.3% | 2,456 | -18.4% | 0.02% | +100.0% |
| Q4 2018 | $146,000 | -53.5% | 3,011 | -47.6% | 0.01% | -30.8% |
| Q3 2018 | $314,000 | -12.3% | 5,751 | -14.1% | 0.01% | -13.3% |
| Q2 2018 | $358,000 | -8.9% | 6,696 | -8.1% | 0.02% | -16.7% |
| Q1 2018 | $393,000 | 0.0% | 7,290 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $393,000 | -19.1% | 7,290 | -19.7% | 0.02% | -5.3% |
| Q3 2017 | $486,000 | +8.5% | 9,073 | +4.8% | 0.02% | 0.0% |
| Q2 2017 | $448,000 | -36.0% | 8,658 | -38.2% | 0.02% | -36.7% |
| Q1 2017 | $700,000 | +27.7% | 14,020 | +20.8% | 0.03% | +15.4% |
| Q4 2016 | $548,000 | +15.1% | 11,604 | +15.7% | 0.03% | +4.0% |
| Q3 2016 | $476,000 | -36.1% | 10,030 | -38.2% | 0.02% | -40.5% |
| Q2 2016 | $745,000 | +468.7% | 16,238 | +561.2% | 0.04% | +133.3% |
| Q1 2016 | $131,000 | -82.9% | 2,456 | -85.6% | 0.02% | -64.7% |
| Q4 2015 | $764,000 | – | 17,042 | – | 0.05% | – |
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% |