ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,908,046 | -4.9% | 77,304 | -0.6% | 1.77% | -5.6% |
| Q2 2023 | $5,159,132 | +1.6% | 77,768 | -2.6% | 1.87% | -3.5% |
| Q1 2023 | $5,078,385 | +0.2% | 79,861 | -5.9% | 1.94% | -10.6% |
| Q4 2022 | $5,069,579 | +7.5% | 84,847 | -0.2% | 2.17% | +4.1% |
| Q3 2022 | $4,716,000 | -8.5% | 85,043 | -1.2% | 2.08% | -6.8% |
| Q2 2022 | $5,156,000 | -14.1% | 86,099 | -1.1% | 2.24% | -23.9% |
| Q1 2022 | $6,002,000 | -5.9% | 87,063 | -0.6% | 2.94% | -0.9% |
| Q4 2021 | $6,378,000 | +11.4% | 87,592 | +6.8% | 2.97% | +4.3% |
| Q3 2021 | $5,727,000 | +1.5% | 82,043 | +2.7% | 2.84% | -4.9% |
| Q2 2021 | $5,645,000 | +4.6% | 79,897 | -1.0% | 2.99% | -11.8% |
| Q1 2021 | $5,399,000 | +11.4% | 80,665 | +6.8% | 3.39% | +1.2% |
| Q4 2020 | $4,846,000 | +19.2% | 75,500 | +7.7% | 3.34% | -0.8% |
| Q3 2020 | $4,064,000 | +8.0% | 70,076 | +2.2% | 3.37% | +2.7% |
| Q2 2020 | $3,763,000 | +17.3% | 68,563 | +1.5% | 3.28% | +1.1% |
| Q1 2020 | $3,207,000 | -17.1% | 67,567 | +1.3% | 3.25% | -8.4% |
| Q4 2019 | $3,867,000 | +31.8% | 66,679 | +24.8% | 3.54% | +47.1% |
| Q3 2019 | $2,934,000 | +4.4% | 53,421 | +4.8% | 2.41% | +6.2% |
| Q2 2019 | $2,811,000 | +8.7% | 50,964 | +5.5% | 2.27% | +16.4% |
| Q1 2019 | $2,586,000 | +31.1% | 48,323 | +18.9% | 1.95% | +16.7% |
| Q4 2018 | $1,973,000 | -3.7% | 40,633 | +8.4% | 1.67% | +8.9% |
| Q3 2018 | $2,049,000 | +9.1% | 37,500 | +6.6% | 1.53% | +8.6% |
| Q2 2018 | $1,878,000 | +12.4% | 35,173 | +12.6% | 1.41% | +13.8% |
| Q1 2018 | $1,671,000 | +39.9% | 31,245 | +41.0% | 1.24% | +27.5% |
| Q4 2017 | $1,194,000 | -8.2% | 22,165 | -8.7% | 0.97% | -46.5% |
| Q3 2017 | $1,301,000 | +3.3% | 24,286 | -0.2% | 1.82% | +58.3% |
| Q2 2017 | $1,260,000 | +20.5% | 24,336 | +16.2% | 1.15% | +18.8% |
| Q1 2017 | $1,046,000 | +67.4% | 20,952 | +58.3% | 0.97% | +52.0% |
| Q4 2016 | $625,000 | – | 13,233 | – | 0.64% | – |
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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% |