ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 217 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,231 | -4.3% | 3,831 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $254,149 | +4.3% | 3,831 | 0.0% | 0.12% | +1.7% |
| Q1 2023 | $243,614 | +6.4% | 3,831 | 0.0% | 0.12% | +1.8% |
| Q4 2022 | $228,902 | +8.0% | 3,831 | 0.0% | 0.11% | +8.7% |
| Q3 2022 | $212,000 | -7.4% | 3,831 | 0.0% | 0.10% | -5.5% |
| Q2 2022 | $229,000 | -13.3% | 3,831 | 0.0% | 0.11% | +3.8% |
| Q1 2022 | $264,000 | -5.4% | 3,831 | 0.0% | 0.11% | +19.1% |
| Q4 2021 | $279,000 | +4.5% | 3,831 | 0.0% | 0.09% | -2.2% |
| Q3 2021 | $267,000 | -1.5% | 3,831 | 0.0% | 0.09% | +2.2% |
| Q2 2021 | $271,000 | +5.9% | 3,831 | 0.0% | 0.09% | -8.2% |
| Q1 2021 | $256,000 | +4.1% | 3,831 | 0.0% | 0.10% | -23.6% |
| Q4 2020 | $246,000 | – | 3,831 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 266,687 | $15,934,552 | 3.24% |
| Fort Henry Capital, LLC | 48,212 | $2,880,667 | 2.61% |
| Consilium Wealth Advisory, LLC | 47,675 | $2,848,581 | 2.43% |
| Archvest Wealth Advisors, Inc. | 39,579 | $2,364,856 | 2.34% |
| Allen Capital Group, LLC | 39,579 | $2,364,856 | 2.34% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 84,847 | $5,069,579 | 2.17% |
| UNIQUE WEALTH, LLC | 63,361 | $3,785,801 | 2.02% |
| PATTON ALBERTSON MILLER GROUP, LLC | 111,334 | $6,652,191 | 1.22% |
| Weaver Consulting Group | 38,014 | $2,271,321 | 1.16% |
| Legacy Financial Group LLC | 64,684 | $3,864,896 | 1.16% |