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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $76,183 | +0.2% | 1,275 | -7.0% | 0.05% | -6.9% |
Q3 2022 | $76,000 | -99.9% | 1,371 | +2.6% | 0.06% | -6.5% |
Q2 2022 | $79,997,000 | +99896.2% | 1,336 | +18.8% | 0.06% | +12.7% |
Q1 2022 | $80,000 | +6.7% | 1,125 | +8.2% | 0.06% | -1.8% |
Q4 2021 | $75,000 | -23.5% | 1,040 | -25.2% | 0.06% | -41.1% |
Q3 2021 | $98,000 | +7.7% | 1,390 | +7.7% | 0.10% | -4.0% |
Q2 2021 | $91,000 | +2.2% | 1,291 | -0.5% | 0.10% | -5.7% |
Q1 2021 | $89,000 | -2.2% | 1,298 | -8.2% | 0.10% | -5.4% |
Q4 2020 | $91,000 | – | 1,414 | – | 0.11% | – |
Download |
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% |