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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $99,000 | +11.2% | 1,433 | +17.7% | 0.05% | +12.2% |
| Q4 2021 | $89,000 | +6.0% | 1,218 | +1.4% | 0.04% | -4.7% |
| Q3 2021 | $84,000 | +1.2% | 1,201 | +2.7% | 0.04% | +2.4% |
| Q2 2021 | $83,000 | +7.8% | 1,169 | +2.2% | 0.04% | 0.0% |
| Q1 2021 | $77,000 | -2.5% | 1,144 | -7.7% | 0.04% | -2.3% |
| Q4 2020 | $79,000 | +12.9% | 1,239 | +2.1% | 0.04% | 0.0% |
| Q3 2020 | $70,000 | +7.7% | 1,214 | +2.8% | 0.04% | +4.9% |
| Q2 2020 | $65,000 | +18.2% | 1,181 | +2.0% | 0.04% | 0.0% |
| Q1 2020 | $55,000 | -17.9% | 1,158 | +0.3% | 0.04% | -32.8% |
| Q4 2019 | $67,000 | – | 1,155 | – | 0.06% | – |
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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% |