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 | $835,681 | -22.3% | 13,162 | -18.8% | 0.22% | -24.5% |
| Q2 2023 | $1,075,031 | +11.2% | 16,205 | +6.6% | 0.29% | +2.5% |
| Q1 2023 | $966,327 | +15.4% | 15,196 | +8.4% | 0.28% | +2.9% |
| Q4 2022 | $837,693 | +11.8% | 14,020 | +3.8% | 0.28% | +4.2% |
| Q3 2022 | $749,000 | -5.7% | 13,506 | +1.9% | 0.26% | -1.1% |
| Q2 2022 | $794,000 | -15.5% | 13,253 | -2.8% | 0.27% | -17.6% |
| Q1 2022 | $940,000 | +42.4% | 13,635 | +44.2% | 0.32% | +31.2% |
| Q3 2021 | $660,000 | +2.2% | 9,456 | +3.4% | 0.25% | -3.5% |
| Q2 2021 | $646,000 | +9.9% | 9,145 | +4.2% | 0.26% | +2.8% |
| Q1 2021 | $588,000 | -19.8% | 8,780 | -23.1% | 0.25% | -25.7% |
| Q4 2020 | $733,000 | +25.3% | 11,423 | +13.3% | 0.34% | +4.4% |
| Q3 2020 | $585,000 | +13.6% | 10,081 | +7.3% | 0.32% | +6.3% |
| Q2 2020 | $515,000 | +108.5% | 9,392 | +80.3% | 0.30% | +68.7% |
| Q1 2020 | $247,000 | -49.6% | 5,209 | -38.4% | 0.18% | -43.0% |
| Q4 2019 | $490,000 | – | 8,450 | – | 0.31% | – |
Download | ||||||
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% |