ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $701,381 | +2.6% | 11,047 | +7.2% | 0.35% | +14.3% |
| Q2 2023 | $683,433 | +8.1% | 10,302 | +3.6% | 0.31% | -0.3% |
| Q1 2023 | $632,129 | +7.3% | 9,941 | +0.8% | 0.31% | -13.7% |
| Q4 2022 | $589,356 | +2.3% | 9,864 | -5.1% | 0.36% | -6.8% |
| Q3 2022 | $576,000 | -1.5% | 10,389 | +6.3% | 0.38% | -20.2% |
| Q2 2022 | $585,000 | -8.9% | 9,770 | +4.9% | 0.48% | +5.5% |
| Q1 2022 | $642,000 | +5.9% | 9,318 | +12.0% | 0.46% | +39.4% |
| Q4 2021 | $606,000 | +13.5% | 8,319 | +8.7% | 0.33% | +8.3% |
| Q3 2021 | $534,000 | +3.1% | 7,653 | +4.3% | 0.30% | -12.2% |
| Q2 2021 | $518,000 | +17.2% | 7,335 | +11.1% | 0.34% | -26.5% |
| Q1 2021 | $442,000 | +14.2% | 6,602 | +9.5% | 0.47% | -6.2% |
| Q4 2020 | $387,000 | +14.2% | 6,030 | +3.0% | 0.50% | +1.8% |
| Q3 2020 | $339,000 | +6.9% | 5,852 | +1.3% | 0.49% | +3.6% |
| Q2 2020 | $317,000 | +17.4% | 5,778 | +1.5% | 0.47% | +7.0% |
| Q1 2020 | $270,000 | -19.6% | 5,692 | -1.7% | 0.44% | +49.3% |
| Q4 2019 | $336,000 | – | 5,793 | – | 0.30% | – |
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% |