ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,811 | +4.6% | 148 | +0.7% | 0.00% | -20.0% |
| Q1 2023 | $9,377 | +6.4% | 147 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $8,811 | +10.1% | 147 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 146 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $9,000 | -10.0% | 146 | +1.4% | 0.01% | -16.7% |
| Q1 2022 | $10,000 | -9.1% | 144 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $11,000 | +22.2% | 144 | +12.5% | 0.01% | +16.7% |
| Q2 2021 | $9,000 | 0.0% | 128 | 0.0% | 0.01% | -25.0% |
| Q1 2021 | $9,000 | +12.5% | 128 | +8.5% | 0.01% | +14.3% |
| Q4 2020 | $8,000 | +14.3% | 118 | +0.9% | 0.01% | 0.0% |
| Q3 2020 | $7,000 | – | 117 | – | 0.01% | – |
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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% |