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 | $253,660 | -10.4% | 4,006 | -6.1% | 0.14% | -7.4% |
| Q2 2023 | $283,006 | -17.4% | 4,266 | -20.9% | 0.15% | -23.3% |
| Q1 2023 | $342,750 | -3.7% | 5,390 | -9.5% | 0.19% | -13.8% |
| Q4 2022 | $355,752 | -5.6% | 5,954 | -12.5% | 0.22% | -19.4% |
| Q3 2022 | $377,000 | -7.8% | 6,802 | -0.5% | 0.28% | -5.4% |
| Q2 2022 | $409,000 | -15.0% | 6,837 | -1.5% | 0.29% | -4.5% |
| Q1 2022 | $481,000 | -11.9% | 6,943 | -7.0% | 0.31% | -23.0% |
| Q4 2021 | $546,000 | -13.5% | 7,462 | -17.4% | 0.40% | -21.6% |
| Q3 2021 | $631,000 | -1.6% | 9,034 | -1.1% | 0.51% | -1.9% |
| Q2 2021 | $641,000 | +1.9% | 9,134 | +0.9% | 0.52% | -3.2% |
| Q1 2021 | $629,000 | +9.2% | 9,055 | +0.9% | 0.54% | -2.7% |
| Q4 2020 | $576,000 | – | 8,978 | – | 0.55% | – |
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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% |