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 2022 | $965,000 | -21.7% | 17,394 | -15.5% | 0.09% | -17.3% |
Q2 2022 | $1,233,000 | +24.4% | 20,583 | +43.2% | 0.11% | +54.9% |
Q1 2022 | $991,000 | +16.7% | 14,370 | +18.2% | 0.07% | +6.0% |
Q4 2021 | $849,000 | 0.0% | 12,157 | 0.0% | 0.07% | -14.1% |
Q3 2021 | $849,000 | -1.2% | 12,157 | 0.0% | 0.08% | +20.0% |
Q2 2021 | $859,000 | +5.5% | 12,157 | 0.0% | 0.06% | -7.1% |
Q1 2021 | $814,000 | +4.4% | 12,157 | 0.0% | 0.07% | -1.4% |
Q4 2020 | $780,000 | +9.9% | 12,157 | -0.7% | 0.07% | -5.3% |
Q3 2020 | $710,000 | +5.7% | 12,247 | 0.0% | 0.08% | -1.3% |
Q2 2020 | $672,000 | – | 12,247 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Consilium Wealth Advisory, LLC | 47,414 | $2,840,000 | 3.06% |
Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |