ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,225,946 | -2.3% | 35,060 | +2.1% | 0.14% | +3.7% |
| Q2 2023 | $2,278,235 | +15.5% | 34,342 | +10.7% | 0.14% | +0.7% |
| Q1 2023 | $1,972,096 | +8.6% | 31,013 | +2.0% | 0.13% | +0.8% |
| Q4 2022 | $1,816,542 | +6.1% | 30,402 | -1.6% | 0.13% | +4.7% |
| Q3 2022 | $1,712,000 | -6.7% | 30,883 | +0.8% | 0.13% | -3.8% |
| Q2 2022 | $1,835,000 | -14.1% | 30,643 | -1.0% | 0.13% | +9.1% |
| Q1 2022 | $2,135,000 | -4.8% | 30,967 | +0.6% | 0.12% | -4.7% |
| Q4 2021 | $2,242,000 | -0.8% | 30,785 | -4.8% | 0.13% | -14.8% |
| Q3 2021 | $2,259,000 | -4.9% | 32,352 | -3.8% | 0.15% | -10.2% |
| Q2 2021 | $2,375,000 | -4.8% | 33,619 | -9.9% | 0.17% | -15.7% |
| Q1 2021 | $2,496,000 | -0.8% | 37,300 | -4.8% | 0.20% | -14.0% |
| Q4 2020 | $2,515,000 | +6.1% | 39,191 | -4.1% | 0.23% | -9.8% |
| Q3 2020 | $2,370,000 | +9.3% | 40,863 | +3.5% | 0.25% | -7.0% |
| Q2 2020 | $2,168,000 | – | 39,499 | – | 0.27% | – |
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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% |
| Allen Capital Group, LLC | 39,579 | $2,364,856 | 2.34% |
| Archvest Wealth Advisors, Inc. | 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% |