ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |