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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $140,788 | -16.8% | 2,214 | -21.8% | 0.04% | -20.4% |
| Q4 2022 | $169,152 | +17.5% | 2,831 | +8.7% | 0.05% | +2.1% |
| Q3 2022 | $144,000 | 0.0% | 2,605 | +7.9% | 0.05% | +4.3% |
| Q2 2022 | $144,000 | +39.8% | 2,414 | +60.3% | 0.05% | +48.4% |
| Q1 2022 | $103,000 | +71.7% | 1,506 | +66.6% | 0.03% | +29.2% |
| Q1 2021 | $60,000 | +7.1% | 904 | +3.1% | 0.02% | -4.0% |
| Q4 2020 | $56,000 | – | 877 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
| MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
| Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
| PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
| Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
| LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
| Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
| Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
| Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |