ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 266 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $515,837 | +1.8% | 6,898 | +0.0% | 0.01% | -16.7% |
| Q1 2024 | $506,501 | +6.4% | 6,895 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $476,094 | +165.5% | 6,895 | +144.2% | 0.01% | +100.0% |
| Q3 2023 | $179,296 | +56.8% | 2,824 | +63.8% | 0.00% | +50.0% |
| Q2 2023 | $114,370 | +4.3% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $109,629 | +6.4% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $103,009 | +7.3% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $96,000 | -6.8% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $103,000 | -13.4% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $119,000 | +29.3% | 1,724 | +35.9% | 0.00% | +100.0% |
| Q4 2021 | $92,000 | +3.4% | 1,269 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $89,000 | -1.1% | 1,269 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $90,000 | -99.9% | 1,269 | -35.3% | 0.00% | +100.0% |
| Q1 2021 | $131,316,000 | +208338.1% | 1,962 | +100.0% | 0.00% | 0.0% |
| Q4 2020 | $63,000 | +10.5% | 981 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $57,000 | +5.6% | 981 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $54,000 | +38.5% | 981 | +16.8% | 0.00% | +100.0% |
| Q1 2020 | $39,000 | +333.3% | 840 | +409.1% | 0.00% | – |
| Q3 2019 | $9,000 | +125.0% | 165 | +120.0% | 0.00% | – |
| Q2 2019 | $4,000 | -63.6% | 75 | -64.6% | 0.00% | -100.0% |
| Q1 2018 | $11,000 | – | 212 | – | 0.00% | – |
Download | ||||||
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% |