ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 6 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
| MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
| Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
| PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
| Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
| LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
| Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
| Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
| Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |