ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 306 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $205,645 | +6.2% | 2,750 | +4.3% | 0.06% | +3.8% |
| Q1 2024 | $193,641 | +41.2% | 2,636 | +32.7% | 0.05% | +29.3% |
| Q4 2023 | $137,133 | +17.7% | 1,986 | +8.2% | 0.04% | +7.9% |
| Q3 2023 | $116,504 | -0.4% | 1,835 | +4.0% | 0.04% | 0.0% |
| Q2 2023 | $117,024 | +21.6% | 1,764 | +16.5% | 0.04% | +18.8% |
| Q1 2023 | $96,275 | +48.2% | 1,514 | +39.3% | 0.03% | +33.3% |
| Q4 2022 | $64,948 | +91.0% | 1,087 | +75.6% | 0.02% | +84.6% |
| Q3 2022 | $34,000 | +240.0% | 619 | +279.8% | 0.01% | +225.0% |
| Q2 2022 | $10,000 | – | 163 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |