ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,212 | -12.4% | 5,485 | -8.3% | 0.13% | -13.2% |
| Q2 2023 | $402,175 | +26.5% | 5,983 | +20.9% | 0.15% | +8.6% |
| Q1 2023 | $317,893 | -16.9% | 4,948 | -20.3% | 0.14% | -19.5% |
| Q4 2022 | $382,359 | +0.9% | 6,210 | -8.2% | 0.17% | -12.6% |
| Q3 2022 | $379,000 | -1.3% | 6,764 | +6.1% | 0.20% | +3.6% |
| Q2 2022 | $384,000 | +12.0% | 6,376 | +24.8% | 0.19% | +18.5% |
| Q1 2022 | $343,000 | – | 5,107 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
| MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
| Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
| PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
| Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
| LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
| Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
| Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
| Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |