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 | $538,235 | -6.6% | 8,477 | -2.4% | 0.26% | -2.6% |
Q2 2023 | $576,135 | +5.8% | 8,685 | +1.4% | 0.27% | +1.5% |
Q1 2023 | $544,505 | +9.2% | 8,563 | +2.6% | 0.27% | +3.1% |
Q4 2022 | $498,621 | +8.2% | 8,345 | +0.3% | 0.26% | +8.8% |
Q3 2022 | $461,000 | -4.0% | 8,316 | +3.8% | 0.24% | +0.8% |
Q2 2022 | $480,000 | -13.0% | 8,015 | +0.1% | 0.24% | -5.6% |
Q1 2022 | $552,000 | -5.2% | 8,007 | +0.1% | 0.25% | -1.2% |
Q4 2021 | $582,000 | -3.2% | 7,998 | -7.1% | 0.25% | -5.9% |
Q3 2021 | $601,000 | -0.5% | 8,613 | +0.7% | 0.27% | -1.1% |
Q2 2021 | $604,000 | – | 8,556 | – | 0.27% | – |
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% |