ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 6 filers reported holding ISHARES TR in Q4 2023. 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% | – |
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% |