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 ↓ |
|---|---|---|---|
| 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% |