ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,919 | +28.1% | 8,819 | +33.9% | 0.05% | +27.0% |
| Q2 2023 | $436,962 | +3.7% | 6,587 | -0.6% | 0.04% | -5.1% |
| Q1 2023 | $421,403 | +2.1% | 6,627 | -4.1% | 0.04% | -7.1% |
| Q4 2022 | $412,921 | -45.0% | 6,910 | -49.0% | 0.04% | -2.3% |
| Q3 2022 | $751,000 | -27.3% | 13,544 | -21.5% | 0.04% | -27.1% |
| Q2 2022 | $1,033,000 | -11.9% | 17,254 | +1.5% | 0.06% | +3.5% |
| Q1 2022 | $1,172,000 | +89.3% | 16,992 | +100.0% | 0.06% | -6.6% |
| Q4 2021 | $619,000 | -21.8% | 8,495 | -24.1% | 0.06% | -24.7% |
| Q2 2021 | $792,000 | +8.2% | 11,192 | +2.3% | 0.08% | -17.3% |
| Q1 2021 | $732,000 | +27.1% | 10,943 | +21.9% | 0.10% | +15.3% |
| Q4 2020 | $576,000 | +10.1% | 8,974 | -0.4% | 0.08% | 0.0% |
| Q3 2020 | $523,000 | -3.3% | 9,007 | -8.7% | 0.08% | -13.3% |
| Q2 2020 | $541,000 | +17.4% | 9,862 | +1.4% | 0.10% | -7.5% |
| Q1 2020 | $461,000 | -80.2% | 9,725 | -75.8% | 0.11% | -70.1% |
| Q4 2019 | $2,333,000 | +8.1% | 40,229 | +2.3% | 0.35% | -21.2% |
| Q3 2019 | $2,158,000 | +2.0% | 39,318 | +2.5% | 0.45% | +61.5% |
| Q2 2019 | $2,116,000 | +17.3% | 38,351 | +13.7% | 0.28% | -30.8% |
| Q1 2019 | $1,804,000 | +326.5% | 33,718 | +288.6% | 0.40% | +252.6% |
| Q4 2018 | $423,000 | – | 8,677 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
| MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
| Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
| PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
| Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
| LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
| Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
| Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
| Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |