ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 306 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,814,573 | +2.1% | 24,265 | +0.3% | 0.24% | +2.1% |
Q1 2024 | $1,777,074 | +23.7% | 24,191 | +16.3% | 0.24% | +18.3% |
Q4 2023 | $1,436,107 | -74.9% | 20,798 | -76.9% | 0.20% | -76.9% |
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% | – |
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% |