ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $464,342 | +10.0% | 6,209 | +8.1% | 0.01% | 0.0% |
| Q1 2024 | $422,040 | +7.9% | 5,745 | +1.5% | 0.01% | -8.3% |
| Q4 2023 | $390,973 | -17.3% | 5,662 | -24.0% | 0.01% | -29.4% |
| Q3 2023 | $472,747 | +1.1% | 7,446 | +5.6% | 0.02% | -5.6% |
| Q2 2023 | $467,631 | +65.0% | 7,049 | +58.1% | 0.02% | +50.0% |
| Q1 2023 | $283,484 | +15.4% | 4,458 | +8.4% | 0.01% | +9.1% |
| Q4 2022 | $245,692 | +18.1% | 4,112 | +9.6% | 0.01% | +10.0% |
| Q3 2022 | $208,000 | -9.2% | 3,752 | -1.9% | 0.01% | -9.1% |
| Q2 2022 | $229,000 | -1.7% | 3,823 | +13.1% | 0.01% | +10.0% |
| Q1 2022 | $232,948 | -2.5% | 3,379 | +2.8% | 0.01% | 0.0% |
| Q4 2021 | $239,000 | – | 3,287 | – | 0.01% | – |
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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% |