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 | $269,943 | -79.9% | 4,252 | -79.0% | 0.02% | -78.6% |
| Q2 2023 | $1,342,999 | -3.3% | 20,244 | -6.9% | 0.07% | -5.4% |
| Q1 2023 | $1,388,502 | +4.6% | 21,736 | -2.2% | 0.07% | -8.6% |
| Q4 2022 | $1,327,669 | +1.2% | 22,220 | -6.1% | 0.08% | -11.0% |
| Q3 2022 | $1,312,000 | -2.2% | 23,662 | +5.5% | 0.09% | -9.9% |
| Q2 2022 | $1,342,000 | -11.4% | 22,422 | +2.0% | 0.10% | -16.5% |
| Q1 2022 | $1,515,000 | -8.6% | 21,972 | -3.4% | 0.12% | -8.3% |
| Q4 2021 | $1,657,000 | +7.4% | 22,751 | +2.9% | 0.13% | +4.8% |
| Q3 2021 | $1,543,000 | -9.7% | 22,101 | -8.6% | 0.13% | -10.0% |
| Q2 2021 | $1,709,000 | +9.9% | 24,191 | +4.1% | 0.14% | +0.7% |
| Q1 2021 | $1,555,000 | +6.7% | 23,236 | +2.3% | 0.14% | -0.7% |
| Q4 2020 | $1,458,000 | +25.2% | 22,716 | +13.1% | 0.14% | +11.1% |
| Q3 2020 | $1,165,000 | +16.9% | 20,091 | +10.6% | 0.13% | -3.8% |
| Q2 2020 | $997,000 | +17.4% | 18,170 | +1.6% | 0.13% | -5.1% |
| Q1 2020 | $849,000 | +6.1% | 17,879 | +29.7% | 0.14% | -1.4% |
| Q4 2019 | $800,000 | +6.1% | 13,786 | +0.4% | 0.14% | +14.8% |
| Q3 2019 | $754,000 | +1.8% | 13,727 | +2.2% | 0.12% | +3.4% |
| Q2 2019 | $741,000 | +9.5% | 13,432 | +6.1% | 0.12% | -0.8% |
| Q1 2019 | $677,000 | +1.7% | 12,656 | -7.7% | 0.12% | -15.6% |
| Q4 2018 | $666,000 | +9.2% | 13,709 | +22.8% | 0.14% | -30.2% |
| Q3 2018 | $610,000 | +23.7% | 11,166 | +21.0% | 0.20% | +74.1% |
| Q2 2018 | $493,000 | – | 9,228 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
| Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
| Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
| Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
| Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
| Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
| LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
| MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |