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 | $328,815 | -19.4% | 5,179 | -15.7% | 0.17% | -19.1% |
| Q2 2023 | $407,726 | -2.6% | 6,146 | -6.7% | 0.22% | -5.3% |
| Q1 2023 | $418,804 | +14.5% | 6,586 | +7.6% | 0.23% | +6.1% |
| Q4 2022 | $365,790 | +9.2% | 6,122 | +1.3% | 0.21% | +2.9% |
| Q3 2022 | $335,000 | -12.3% | 6,041 | -5.3% | 0.21% | -8.4% |
| Q2 2022 | $382,000 | -11.6% | 6,381 | +1.8% | 0.23% | +7.6% |
| Q1 2022 | $432,000 | +10.5% | 6,271 | +16.7% | 0.21% | +10.5% |
| Q4 2021 | $391,000 | +7.1% | 5,375 | +2.9% | 0.19% | +2.7% |
| Q3 2021 | $365,000 | +2.5% | 5,224 | +3.5% | 0.19% | +0.5% |
| Q2 2021 | $356,000 | +2.3% | 5,046 | -2.8% | 0.18% | -7.0% |
| Q1 2021 | $348,000 | -4.4% | 5,194 | -7.3% | 0.20% | -15.7% |
| Q4 2020 | $364,000 | +11.7% | 5,604 | +5.4% | 0.24% | +3.5% |
| Q3 2020 | $326,000 | – | 5,317 | – | 0.23% | – |
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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% |