ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,630,477 | +5.3% | 25,681 | +10.0% | 0.73% | +10.1% |
| Q2 2023 | $1,548,887 | +6.5% | 23,348 | +2.1% | 0.66% | +6.8% |
| Q1 2023 | $1,453,721 | -0.2% | 22,861 | -6.2% | 0.62% | -5.9% |
| Q4 2022 | $1,456,158 | +18.1% | 24,371 | +9.6% | 0.66% | +5.4% |
| Q3 2022 | $1,233,000 | -4.5% | 22,242 | +3.2% | 0.63% | +31.8% |
| Q2 2022 | $1,291,000 | -13.2% | 21,551 | -0.2% | 0.48% | -70.6% |
| Q1 2022 | $1,488,000 | +7.1% | 21,589 | +13.1% | 1.62% | +57.1% |
| Q4 2021 | $1,390,000 | +7.3% | 19,088 | +2.9% | 1.03% | -0.2% |
| Q3 2021 | $1,295,000 | -1.6% | 18,557 | -0.4% | 1.03% | -11.9% |
| Q2 2021 | $1,316,000 | +15.5% | 18,626 | +9.4% | 1.17% | -1.1% |
| Q1 2021 | $1,139,000 | +17.7% | 17,018 | +12.8% | 1.18% | +28.1% |
| Q4 2020 | $968,000 | – | 15,084 | – | 0.92% | – |
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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% |