ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 229 filers reported holding ISHARES TR in Q3 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% | – |
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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% |