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 | $184,870 | 0.0% | 2,787 | 0.0% | 0.04% | +5.0% |
| Q2 2023 | $184,870 | -6.5% | 2,787 | -15.8% | 0.04% | -16.7% |
| Q4 2022 | $197,711 | +8.0% | 3,309 | +0.3% | 0.05% | 0.0% |
| Q3 2022 | $183,000 | -12.4% | 3,300 | +14.8% | 0.05% | +4.3% |
| Q4 2021 | $209,000 | +4.5% | 2,875 | +0.3% | 0.05% | -2.1% |
| Q3 2021 | $200,000 | -69.2% | 2,866 | -75.8% | 0.05% | -78.0% |
| Q2 2020 | $649,000 | +15.1% | 11,827 | -0.5% | 0.21% | -11.6% |
| Q1 2020 | $564,000 | -14.3% | 11,890 | +2.9% | 0.24% | +34.4% |
| Q4 2019 | $658,000 | +4.3% | 11,553 | +0.4% | 0.18% | +5.3% |
| Q3 2019 | $631,000 | -5.7% | 11,507 | -5.2% | 0.17% | -8.1% |
| Q2 2019 | $669,000 | -6.8% | 12,136 | -9.7% | 0.19% | -43.1% |
| Q1 2019 | $718,000 | – | 13,439 | – | 0.33% | – |
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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% |