ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 47,414 | $2,840,000 | 3.06% |
| Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
| Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
| Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
| Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
| Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
| LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
| Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |