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 | $396,118 | -1.5% | 6,239 | +2.9% | 0.10% | +6.4% |
Q2 2023 | $402,284 | +4.0% | 6,064 | -0.3% | 0.09% | -1.1% |
Q1 2023 | $386,766 | +6.4% | 6,082 | 0.0% | 0.10% | +4.4% |
Q4 2022 | $363,410 | -5.6% | 6,082 | -12.3% | 0.09% | -8.1% |
Q3 2022 | $385,000 | -1.5% | 6,937 | +6.3% | 0.10% | +1.0% |
Q2 2022 | $391,000 | -6.0% | 6,528 | +8.3% | 0.10% | -1.0% |
Q1 2022 | $416,000 | -3.7% | 6,029 | +1.7% | 0.10% | -2.9% |
Q4 2021 | $432,000 | +5.9% | 5,930 | +1.4% | 0.10% | -4.7% |
Q3 2021 | $408,000 | -1.4% | 5,851 | -0.1% | 0.11% | -5.3% |
Q2 2021 | $414,000 | +5.9% | 5,857 | +38946.7% | 0.11% | -3.4% |
Q1 2021 | $391,000 | +2.4% | 15 | -99.7% | 0.12% | -8.6% |
Q4 2020 | $382,000 | +11.0% | 5,956 | +0.9% | 0.13% | +2.4% |
Q3 2020 | $344,000 | +6.8% | 5,901 | -1.2% | 0.12% | +0.8% |
Q2 2020 | $322,000 | +22.0% | 5,975 | +7.6% | 0.12% | +5.1% |
Q1 2020 | $264,000 | -12.9% | 5,552 | +6.4% | 0.12% | -8.5% |
Q4 2019 | $303,000 | – | 5,217 | – | 0.13% | – |
Download |
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% |