ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,264 | -6.9% | 2,430 | -2.8% | 0.05% | -5.9% |
| Q2 2023 | $165,766 | +38.9% | 2,499 | +34.4% | 0.05% | +45.7% |
| Q1 2023 | $119,305 | -28.4% | 1,859 | -33.3% | 0.04% | -34.0% |
| Q4 2022 | $166,558 | +23.4% | 2,788 | +14.4% | 0.05% | +12.8% |
| Q3 2022 | $135,000 | -13.5% | 2,436 | -6.8% | 0.05% | -11.3% |
| Q2 2022 | $156,000 | -8.2% | 2,613 | +5.8% | 0.05% | -1.9% |
| Q1 2022 | $170,000 | +29.8% | 2,469 | +37.5% | 0.05% | +20.0% |
| Q4 2021 | $131,000 | +22.4% | 1,796 | +17.6% | 0.04% | +7.1% |
| Q3 2021 | $107,000 | +42.7% | 1,527 | +36.8% | 0.04% | +31.2% |
| Q1 2021 | $75,000 | – | 1,116 | – | 0.03% | – |
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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% |