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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,297 | -3.7% | 934 | +0.6% | 0.01% | 0.0% |
| Q2 2023 | $61,554 | +4.6% | 928 | +0.3% | 0.01% | -23.5% |
| Q1 2023 | $58,832 | +6.2% | 925 | -0.2% | 0.02% | 0.0% |
| Q4 2022 | $55,398 | +0.7% | 927 | +1.5% | 0.02% | +13.3% |
| Q2 2022 | $55,000 | -23.6% | 913 | -12.0% | 0.02% | -21.1% |
| Q1 2022 | $72,000 | -4.0% | 1,038 | +0.3% | 0.02% | +5.6% |
| Q4 2021 | $75,000 | +971.4% | 1,035 | +967.0% | 0.02% | +500.0% |
| Q3 2021 | $7,000 | +250.0% | 97 | +223.3% | 0.00% | +200.0% |
| Q2 2021 | $2,000 | +100.0% | 30 | +36.4% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | – | 22 | – | 0.00% | – |
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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% |