ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564,509 | +14.5% | 8,891 | +19.6% | 0.04% | -4.4% |
| Q2 2023 | $493,138 | -21.9% | 7,433 | -25.1% | 0.04% | +12.5% |
| Q1 2023 | $631,367 | +37.4% | 9,929 | -1.9% | 0.04% | -13.0% |
| Q4 2022 | $459,345 | -80.5% | 10,119 | +10.0% | 0.05% | -49.5% |
| Q3 2022 | $2,361,000 | +1003.3% | 9,199 | +157.5% | 0.09% | +203.3% |
| Q2 2022 | $214,000 | -12.3% | 3,573 | +0.9% | 0.03% | +15.4% |
| Q1 2022 | $244,000 | -2.0% | 3,541 | +3.7% | 0.03% | 0.0% |
| Q4 2021 | $249,000 | +6.4% | 3,414 | +5.7% | 0.03% | -13.3% |
| Q3 2021 | $234,000 | +14.7% | 3,231 | -8.5% | 0.03% | -43.4% |
| Q4 2019 | $204,000 | – | 3,530 | – | 0.05% | – |
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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% |