ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $271 | -99.9% | 4,538 | +0.4% | 0.14% | 0.0% |
| Q3 2022 | $251,000 | -19.3% | 4,521 | -12.8% | 0.14% | -12.7% |
| Q2 2022 | $311,000 | -14.1% | 5,187 | -1.2% | 0.16% | -0.6% |
| Q1 2022 | $362,000 | +70.8% | 5,250 | +80.7% | 0.17% | +66.0% |
| Q4 2021 | $212,000 | -17.2% | 2,906 | -20.8% | 0.10% | -22.5% |
| Q3 2021 | $256,000 | -1.5% | 3,670 | -0.3% | 0.13% | -3.0% |
| Q2 2021 | $260,000 | +9.2% | 3,681 | +3.3% | 0.13% | +1.5% |
| Q1 2021 | $238,000 | -1.2% | 3,562 | -5.2% | 0.13% | -8.4% |
| Q4 2020 | $241,000 | +11.1% | 3,757 | +0.2% | 0.14% | -5.9% |
| Q3 2020 | $217,000 | -9.6% | 3,749 | -14.3% | 0.15% | -16.9% |
| Q2 2020 | $240,000 | -45.5% | 4,375 | -45.4% | 0.18% | -56.7% |
| Q3 2019 | $440,000 | -13.2% | 8,018 | -12.9% | 0.42% | -16.2% |
| Q2 2019 | $507,000 | – | 9,208 | – | 0.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 47,414 | $2,840,000 | 3.06% |
| Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
| Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
| Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
| Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
| Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
| LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
| Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |