ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167,867 | -3.8% | 2,644 | +0.5% | 0.07% | 0.0% |
| Q2 2023 | $174,474 | +5.1% | 2,630 | +0.8% | 0.07% | +1.4% |
| Q1 2023 | $165,969 | +106290.4% | 2,610 | +0.2% | 0.07% | 0.0% |
| Q4 2022 | $156 | -99.9% | 2,605 | +1.8% | 0.07% | +4.5% |
| Q3 2022 | $142,000 | -7.2% | 2,559 | +0.1% | 0.07% | -2.9% |
| Q2 2022 | $153,000 | -12.6% | 2,556 | +0.5% | 0.07% | -2.8% |
| Q1 2022 | $175,000 | +5.4% | 2,544 | +7.1% | 0.07% | +6.0% |
| Q4 2021 | $166,000 | +0.6% | 2,376 | +0.3% | 0.07% | -4.3% |
| Q3 2021 | $165,000 | +13.8% | 2,370 | +15.6% | 0.07% | +12.9% |
| Q2 2021 | $145,000 | +5.8% | 2,051 | +0.2% | 0.06% | -1.6% |
| Q1 2021 | $137,000 | -17.0% | 2,046 | -20.4% | 0.06% | -16.0% |
| Q4 2020 | $165,000 | +16.2% | 2,571 | +4.7% | 0.08% | +5.6% |
| Q3 2020 | $142,000 | +6.8% | 2,456 | +1.3% | 0.07% | 0.0% |
| Q2 2020 | $133,000 | +10.8% | 2,424 | -3.8% | 0.07% | -2.7% |
| Q1 2020 | $120,000 | -16.7% | 2,519 | +1.3% | 0.07% | -6.4% |
| Q4 2019 | $144,000 | +9.9% | 2,486 | +4.1% | 0.08% | 0.0% |
| Q3 2019 | $131,000 | +0.8% | 2,388 | +1.5% | 0.08% | -3.7% |
| Q2 2019 | $130,000 | -8.5% | 2,352 | -11.3% | 0.08% | -16.5% |
| Q1 2019 | $142,000 | -23.7% | 2,652 | -30.6% | 0.10% | -34.5% |
| Q4 2018 | $186,000 | – | 3,824 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |