ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,463,221 | +2.8% | 19,567 | +1.0% | 0.28% | +3.8% |
| Q1 2024 | $1,423,582 | +3.6% | 19,379 | -2.6% | 0.27% | -5.3% |
| Q4 2023 | $1,373,819 | +12.4% | 19,896 | +3.4% | 0.28% | +1.1% |
| Q3 2023 | $1,221,866 | +1.1% | 19,245 | +5.7% | 0.28% | +3.0% |
| Q2 2023 | $1,208,185 | +11.7% | 18,212 | +7.0% | 0.27% | +6.3% |
| Q1 2023 | $1,082,112 | +11.4% | 17,017 | +4.7% | 0.25% | +0.8% |
| Q4 2022 | $971,176 | +14.1% | 16,254 | +5.9% | 0.25% | +10.0% |
| Q3 2022 | $851,000 | -6.1% | 15,355 | +1.5% | 0.23% | +8.0% |
| Q2 2022 | $906,000 | -8.0% | 15,121 | +5.8% | 0.21% | +5.5% |
| Q1 2022 | $985,000 | -5.4% | 14,292 | -0.0% | 0.20% | -5.2% |
| Q4 2021 | $1,041,000 | +14.9% | 14,298 | +10.1% | 0.21% | +7.6% |
| Q3 2021 | $906,000 | +5.1% | 12,982 | +6.4% | 0.20% | +1.0% |
| Q2 2021 | $862,000 | +9.9% | 12,198 | +4.2% | 0.20% | +2.6% |
| Q1 2021 | $784,000 | +0.5% | 11,711 | -3.6% | 0.19% | -3.1% |
| Q4 2020 | $780,000 | +10.2% | 12,147 | -0.5% | 0.20% | -1.5% |
| Q3 2020 | $708,000 | +13.8% | 12,203 | +7.7% | 0.20% | +1.5% |
| Q2 2020 | $622,000 | +54.0% | 11,328 | +33.1% | 0.20% | -8.0% |
| Q1 2020 | $404,000 | +58.4% | 8,513 | +93.7% | 0.21% | +82.1% |
| Q4 2019 | $255,000 | – | 4,394 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |