ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 47,414 | $2,840,000 | 3.06% |
| Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
| Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
| Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
| Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
| Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
| LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
| Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |