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 | $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 | 47,414 | $2,840,000 | 3.06% |
| Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
| Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
| Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
| Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
| Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
| LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
| Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |