ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $214,000 | -4.0% | 3,097 | +1.0% | 0.05% | +4.3% |
| Q4 2021 | $223,000 | +4.2% | 3,065 | +0.0% | 0.05% | -2.1% |
| Q3 2021 | $214,000 | -16.4% | 3,064 | -15.5% | 0.05% | -17.2% |
| Q2 2021 | $256,000 | +5.8% | 3,624 | +0.3% | 0.06% | -3.3% |
| Q1 2021 | $242,000 | +4.3% | 3,613 | 0.0% | 0.06% | +39.5% |
| Q4 2020 | $232,000 | +11.0% | 3,613 | +0.0% | 0.04% | -2.3% |
| Q3 2020 | $209,000 | +5.6% | 3,612 | +0.0% | 0.04% | +2.3% |
| Q2 2020 | $198,000 | +15.1% | 3,611 | -0.1% | 0.04% | -4.4% |
| Q1 2020 | $172,000 | -33.8% | 3,616 | -19.6% | 0.04% | -18.2% |
| Q4 2019 | $260,000 | +0.8% | 4,498 | -4.2% | 0.06% | +19.6% |
| Q3 2019 | $258,000 | +7.9% | 4,697 | +5.1% | 0.05% | -16.4% |
| Q2 2019 | $239,000 | -9.1% | 4,471 | -8.9% | 0.06% | +10.0% |
| Q1 2019 | $263,000 | +3.1% | 4,907 | -5.7% | 0.05% | -9.1% |
| Q4 2018 | $255,000 | -10.2% | 5,206 | +0.0% | 0.06% | -3.5% |
| Q3 2018 | $284,000 | +2.2% | 5,205 | -0.3% | 0.06% | -5.0% |
| Q2 2018 | $278,000 | +1.5% | 5,221 | +2.0% | 0.06% | -1.6% |
| Q1 2018 | $274,000 | -4.2% | 5,121 | +0.1% | 0.06% | -9.0% |
| Q4 2017 | $286,000 | – | 5,116 | – | 0.07% | – |
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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% |