RITHOLTZ WEALTH MANAGEMENT - ISHARES TR ownership

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
RITHOLTZ WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,041,728
+0.8%
47,909
+5.4%
0.14%
+0.7%
Q2 2023$3,016,329
+6.5%
45,468
+2.1%
0.14%
-3.5%
Q1 2023$2,832,661
+10.1%
44,546
+3.5%
0.14%
-2.1%
Q4 2022$2,572,131
+12.0%
43,048
+4.0%
0.14%
+18.0%
Q3 2022$2,296,000
-7.7%
41,398
-0.3%
0.12%
-22.3%
Q2 2022$2,487,000
-14.1%
41,521
-1.1%
0.16%
-19.9%
Q1 2022$2,895,000
-2.8%
41,999
+2.7%
0.20%
+5.9%
Q4 2021$2,977,000
+7.6%
40,885
+3.2%
0.18%
-3.6%
Q3 2021$2,767,000
+2.0%
39,631
+3.3%
0.19%
-1.5%
Q2 2021$2,712,000
+16.1%
38,381
+10.0%
0.20%
+0.5%
Q1 2021$2,336,000
+10.4%
34,902
+5.9%
0.19%
-4.0%
Q4 2020$2,115,000
+11.3%
32,947
+0.5%
0.20%
-5.6%
Q3 2020$1,901,000
+8.9%
32,772
+3.1%
0.21%
-4.9%
Q2 2020$1,745,000
+17.6%
31,789
+1.7%
0.22%
-5.5%
Q1 2020$1,484,000
-11.8%
31,269
+7.8%
0.24%
-2.9%
Q4 2019$1,682,000
+26.3%
29,007
+19.6%
0.24%
+13.4%
Q3 2019$1,332,000
+32.3%
24,248
+32.8%
0.22%
+25.6%
Q2 2019$1,007,000
+39.1%
18,253
+35.0%
0.17%
+29.3%
Q1 2019$724,000
+1.0%
13,523
-8.4%
0.13%
-17.9%
Q4 2018$717,000
+62.6%
14,763
+83.1%
0.16%
+44.6%
Q3 2018$441,000
+16.4%
8,065
+13.5%
0.11%
+8.7%
Q2 2018$379,000
+51.0%
7,104
+51.5%
0.10%
+43.1%
Q1 2018$251,0004,6900.07%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Arden Trust Co 266,687$15,934,5523.24%
Fort Henry Capital, LLC 48,212$2,880,6672.61%
Consilium Wealth Advisory, LLC 47,675$2,848,5812.43%
Archvest Wealth Advisors, Inc. 39,579$2,364,8562.34%
Allen Capital Group, LLC 39,579$2,364,8562.34%
NORTHWEST WEALTH MANAGEMENT, LLC 84,847$5,069,5792.17%
UNIQUE WEALTH, LLC 63,361$3,785,8012.02%
PATTON ALBERTSON MILLER GROUP, LLC 111,334$6,652,1911.22%
Weaver Consulting Group 38,014$2,271,3211.16%
Legacy Financial Group LLC 64,684$3,864,8961.16%
View complete list of ISHARES TR shareholders