ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,724,482 | -6.6% | 90,164 | -2.4% | 0.87% | -1.9% |
| Q2 2023 | $6,130,852 | +497.6% | 92,416 | +472.8% | 0.89% | +460.4% |
| Q1 2023 | $1,025,880 | +20.4% | 16,133 | +13.1% | 0.16% | +14.4% |
| Q4 2022 | $852,150 | -82.5% | 14,262 | -83.8% | 0.14% | -84.5% |
| Q3 2022 | $4,873,000 | -7.3% | 87,889 | +0.2% | 0.90% | +11.3% |
| Q2 2022 | $5,254,000 | -11.7% | 87,733 | +1.7% | 0.81% | +0.4% |
| Q1 2022 | $5,949,000 | -2.1% | 86,297 | +3.4% | 0.80% | +0.9% |
| Q4 2021 | $6,077,000 | – | 83,455 | – | 0.80% | – |
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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% |