ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,034,282 | -28.7% | 32,033 | -25.7% | 0.00% | -40.0% |
| Q2 2023 | $2,852,150 | -7.4% | 43,139 | -10.9% | 0.01% | -16.7% |
| Q1 2023 | $3,078,472 | +2.9% | 48,423 | -3.3% | 0.01% | 0.0% |
| Q4 2022 | $2,990,328 | -4.5% | 50,068 | -11.3% | 0.01% | -14.3% |
| Q3 2022 | $3,132,000 | -16.2% | 56,449 | -9.4% | 0.01% | -12.5% |
| Q2 2022 | $3,737,000 | +18.4% | 62,331 | +8.3% | 0.01% | +33.3% |
| Q1 2022 | $3,156,000 | -24.5% | 57,537 | +0.3% | 0.01% | -25.0% |
| Q4 2021 | $4,181,000 | -15.0% | 57,381 | -18.5% | 0.01% | -20.0% |
| Q3 2021 | $4,920,000 | +1.7% | 70,421 | +2.9% | 0.01% | 0.0% |
| Q2 2021 | $4,839,000 | +19.1% | 68,461 | +13.1% | 0.01% | 0.0% |
| Q1 2021 | $4,064,000 | +46.8% | 60,558 | +40.5% | 0.01% | +42.9% |
| Q4 2020 | $2,769,000 | -13.5% | 43,110 | -23.8% | 0.01% | -30.0% |
| Q3 2020 | $3,203,000 | -3.3% | 56,609 | -6.2% | 0.01% | -9.1% |
| Q2 2020 | $3,313,000 | -19.2% | 60,363 | -69.2% | 0.01% | -35.3% |
| Q1 2020 | $4,098,000 | – | 196,222 | – | 0.02% | – |
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% |