ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,008,391 | -5.2% | 15,883 | -1.0% | 0.31% | -2.5% |
| Q2 2023 | $1,064,029 | +5.2% | 16,039 | +0.9% | 0.32% | -7.8% |
| Q1 2023 | $1,011,234 | +5.3% | 15,902 | -1.0% | 0.34% | -10.2% |
| Q4 2022 | $960,083 | -1.3% | 16,068 | -8.5% | 0.38% | -5.7% |
| Q3 2022 | $973,000 | -8.3% | 17,554 | -0.9% | 0.41% | -12.3% |
| Q2 2022 | $1,061,000 | -21.9% | 17,720 | -10.1% | 0.46% | -3.7% |
| Q1 2022 | $1,359,000 | +448.0% | 19,718 | +478.7% | 0.48% | +473.8% |
| Q4 2021 | $248,000 | – | 3,407 | – | 0.08% | – |
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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% |