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 | $2,886,701 | -2.6% | 45,467 | +1.8% | 0.33% | -1.2% |
| Q2 2023 | $2,963,742 | +7.9% | 44,675 | +3.4% | 0.34% | +6.6% |
| Q1 2023 | $2,747,700 | +7.3% | 43,210 | +0.8% | 0.32% | +6.7% |
| Q4 2022 | $2,561,699 | +8.5% | 42,874 | +0.6% | 0.30% | -1.0% |
| Q3 2022 | $2,362,000 | -9.3% | 42,604 | -2.1% | 0.30% | -5.1% |
| Q2 2022 | $2,605,000 | -17.9% | 43,499 | -5.4% | 0.32% | -8.1% |
| Q1 2022 | $3,172,000 | +1.8% | 46,005 | +7.5% | 0.34% | +10.3% |
| Q4 2021 | $3,115,000 | +9.0% | 42,779 | +4.5% | 0.31% | -45.1% |
| Q3 2021 | $2,858,000 | +0.9% | 40,945 | +2.2% | 0.57% | +1.6% |
| Q2 2021 | $2,832,000 | +14.6% | 40,078 | +8.6% | 0.56% | +7.5% |
| Q1 2021 | $2,471,000 | +12.4% | 36,918 | +7.8% | 0.52% | +5.7% |
| Q4 2020 | $2,199,000 | +16.0% | 34,261 | +4.8% | 0.49% | +3.6% |
| Q3 2020 | $1,896,000 | +4.3% | 32,697 | -1.2% | 0.48% | -3.1% |
| Q2 2020 | $1,817,000 | +25.7% | 33,110 | +8.7% | 0.49% | +9.4% |
| Q1 2020 | $1,446,000 | -10.5% | 30,469 | +9.5% | 0.45% | +7.4% |
| Q4 2019 | $1,615,000 | +13.7% | 27,837 | +7.6% | 0.42% | +4.0% |
| Q3 2019 | $1,420,000 | +0.1% | 25,860 | +0.6% | 0.40% | -2.4% |
| Q2 2019 | $1,418,000 | +9.8% | 25,707 | +6.5% | 0.41% | +3.3% |
| Q1 2019 | $1,292,000 | +12.7% | 24,142 | +2.3% | 0.40% | +1.3% |
| Q4 2018 | $1,146,000 | -8.4% | 23,605 | +3.1% | 0.39% | -0.8% |
| Q3 2018 | $1,251,000 | +13.6% | 22,895 | +11.0% | 0.40% | +3.9% |
| Q2 2018 | $1,101,000 | +25.1% | 20,622 | +25.4% | 0.38% | +9.2% |
| Q1 2018 | $880,000 | +14.0% | 16,449 | +14.8% | 0.35% | +15.9% |
| Q4 2017 | $772,000 | +6.9% | 14,325 | +6.3% | 0.30% | +3.8% |
| Q3 2017 | $722,000 | -14.8% | 13,474 | -17.6% | 0.29% | -19.4% |
| Q2 2017 | $847,000 | +13.4% | 16,356 | +9.3% | 0.36% | +6.2% |
| Q1 2017 | $747,000 | +5.5% | 14,958 | -0.3% | 0.34% | -4.2% |
| Q4 2016 | $708,000 | +15.1% | 14,998 | +15.8% | 0.35% | +4.7% |
| Q3 2016 | $615,000 | +25.3% | 12,950 | +20.9% | 0.34% | +17.4% |
| Q2 2016 | $491,000 | +9.8% | 10,710 | +8.4% | 0.29% | -30.9% |
| Q1 2016 | $447,000 | +26.6% | 9,876 | +25.4% | 0.42% | +15.5% |
| Q4 2015 | $353,000 | – | 7,873 | – | 0.36% | – |
Download | ||||||
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% |