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 | $306,999 | -17.2% | 4,824 | -13.7% | 0.10% | -18.5% |
| Q2 2023 | $370,708 | -7.7% | 5,588 | -11.5% | 0.12% | -23.2% |
| Q1 2023 | $401,571 | -7.0% | 6,315 | -12.6% | 0.16% | -13.4% |
| Q4 2022 | $431,813 | +13.3% | 7,227 | +5.2% | 0.18% | +3.5% |
| Q3 2022 | $381,000 | +5.0% | 6,870 | +13.4% | 0.17% | +13.8% |
| Q2 2022 | $363,000 | -11.5% | 6,057 | +1.9% | 0.15% | -6.7% |
| Q1 2022 | $410,000 | +3.5% | 5,944 | +9.4% | 0.16% | +1.2% |
| Q4 2021 | $396,000 | -18.9% | 5,435 | -22.2% | 0.16% | -26.1% |
| Q3 2021 | $488,000 | +3.2% | 6,985 | +4.4% | 0.22% | -0.5% |
| Q2 2021 | $473,000 | +11.8% | 6,691 | +6.0% | 0.22% | 0.0% |
| Q1 2021 | $423,000 | +15.3% | 6,314 | +10.4% | 0.22% | +6.8% |
| Q4 2020 | $367,000 | +19.9% | 5,718 | +8.3% | 0.20% | -0.5% |
| Q3 2020 | $306,000 | +19.1% | 5,279 | +12.9% | 0.21% | +7.9% |
| Q2 2020 | $257,000 | +21.8% | 4,677 | +5.4% | 0.19% | 0.0% |
| Q1 2020 | $211,000 | – | 4,439 | – | 0.19% | – |
Download | ||||||
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% |