ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,712 | -12.4% | 3,508 | -8.5% | 0.04% | -17.6% |
| Q2 2023 | $254,294 | -84.5% | 3,833 | -86.0% | 0.05% | -94.1% |
| Q4 2022 | $1,635,770 | +909.7% | 27,377 | +1081.6% | 0.87% | +924.7% |
| Q3 2021 | $162,000 | -12.0% | 2,317 | -11.1% | 0.08% | -15.0% |
| Q2 2021 | $184,000 | +31.4% | 2,607 | +24.7% | 0.10% | +28.2% |
| Q1 2021 | $140,000 | +11.1% | 2,090 | +6.7% | 0.08% | -8.2% |
| Q4 2020 | $126,000 | +11.5% | 1,959 | +0.3% | 0.08% | -9.6% |
| Q3 2020 | $113,000 | +10.8% | 1,954 | +5.5% | 0.09% | +3.3% |
| Q2 2020 | $102,000 | – | 1,853 | – | 0.09% | – |
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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% |