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 | $150,557 | +5.2% | 2,371 | +9.9% | 0.01% | 0.0% |
| Q2 2023 | $143,174 | +78.9% | 2,158 | +71.5% | 0.01% | +66.7% |
| Q1 2023 | $80,008 | +44.6% | 1,258 | +36.0% | 0.00% | +50.0% |
| Q4 2022 | $55,318 | +38.3% | 925 | +28.3% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | +53.8% | 721 | +68.9% | 0.00% | +100.0% |
| Q2 2022 | $26,000 | +36.8% | 427 | +59.3% | 0.00% | 0.0% |
| Q1 2022 | $19,000 | +18.8% | 268 | +19.6% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | -52.9% | 224 | -54.6% | 0.00% | 0.0% |
| Q3 2021 | $34,000 | +70.0% | 493 | +77.3% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +5.3% | 278 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $19,000 | +5.6% | 278 | -3.1% | 0.00% | 0.0% |
| Q4 2020 | $18,000 | +5.9% | 287 | +0.3% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +13.3% | 286 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $15,000 | -42.3% | 285 | -48.5% | 0.00% | -50.0% |
| Q1 2020 | $26,000 | -96.9% | 553 | -96.1% | 0.00% | -96.8% |
| Q4 2019 | $826,000 | +6.0% | 14,236 | +0.3% | 0.06% | -7.5% |
| Q3 2019 | $779,000 | +0.1% | 14,189 | +0.6% | 0.07% | -11.8% |
| Q2 2019 | $778,000 | +4.9% | 14,107 | +1.7% | 0.08% | -8.4% |
| Q1 2019 | $742,000 | +7.1% | 13,870 | -2.9% | 0.08% | -14.4% |
| Q4 2018 | $693,000 | -14.9% | 14,280 | -4.2% | 0.10% | -4.0% |
| Q3 2018 | $814,000 | +8.5% | 14,908 | +6.1% | 0.10% | -5.6% |
| Q2 2018 | $750,000 | -19.4% | 14,050 | -19.2% | 0.11% | -26.2% |
| Q1 2018 | $930,000 | -9.9% | 17,387 | -9.2% | 0.14% | -14.2% |
| Q4 2017 | $1,032,000 | -0.8% | 19,158 | 0.0% | 0.17% | -5.6% |
| Q3 2017 | $1,040,000 | +9.0% | 19,158 | +5.4% | 0.18% | -0.6% |
| Q2 2017 | $954,000 | -48.4% | 18,178 | -50.1% | 0.18% | -2.2% |
| Q1 2017 | $1,848,000 | +132.2% | 36,412 | +115.9% | 0.18% | -1.6% |
| Q4 2016 | $796,000 | – | 16,864 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
| Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
| Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
| Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
| Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
| Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
| LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
| MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |