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 | $489,281 | -0.9% | 7,875 | +5.8% | 0.14% | +0.7% |
| Q2 2023 | $493,811 | +6.1% | 7,444 | +1.7% | 0.13% | +6.3% |
| Q1 2023 | $465,547 | +3.8% | 7,321 | 0.0% | 0.13% | -3.8% |
| Q4 2022 | $448,635 | +7.6% | 7,321 | +0.3% | 0.13% | +1.6% |
| Q3 2022 | $417,000 | -5.0% | 7,302 | +0.2% | 0.13% | -2.3% |
| Q2 2022 | $439,000 | -14.9% | 7,286 | -3.9% | 0.13% | +14.8% |
| Q1 2022 | $516,000 | -6.5% | 7,580 | 0.0% | 0.12% | -0.9% |
| Q4 2021 | $552,000 | +4.3% | 7,580 | +0.7% | 0.12% | -7.9% |
| Q3 2021 | $529,000 | +0.2% | 7,524 | +0.6% | 0.13% | -4.5% |
| Q2 2021 | $528,000 | +5.6% | 7,480 | +0.0% | 0.13% | -2.2% |
| Q1 2021 | $500,000 | +1.8% | 7,477 | -0.7% | 0.14% | -4.9% |
| Q4 2020 | $491,000 | +17.7% | 7,530 | +4.8% | 0.14% | -3.4% |
| Q3 2020 | $417,000 | +7.8% | 7,186 | +3.6% | 0.15% | -3.9% |
| Q2 2020 | $387,000 | +13.8% | 6,934 | +0.3% | 0.15% | -12.6% |
| Q1 2020 | $340,000 | +2.4% | 6,912 | +20.9% | 0.18% | +35.7% |
| Q4 2019 | $332,000 | +7.4% | 5,717 | 0.0% | 0.13% | -9.2% |
| Q3 2019 | $309,000 | +1.0% | 5,717 | +3.2% | 0.14% | +4.4% |
| Q2 2019 | $306,000 | +3.7% | 5,540 | +0.6% | 0.14% | -1.4% |
| Q1 2019 | $295,000 | +27.7% | 5,506 | +16.0% | 0.14% | -1.4% |
| Q4 2018 | $231,000 | – | 4,748 | – | 0.14% | – |
Download | ||||||
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% |