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 | $431,986 | -0.8% | 6,804 | +3.7% | 0.20% | +3.1% |
Q2 2023 | $435,456 | +6.8% | 6,564 | +2.4% | 0.19% | -6.8% |
Q1 2023 | $407,803 | +47.8% | 6,413 | +38.9% | 0.21% | +53.7% |
Q4 2022 | $275,926 | -6.1% | 4,618 | -10.3% | 0.13% | -8.8% |
Q3 2022 | $294,000 | 0.0% | 5,151 | +10.4% | 0.15% | -1.3% |
Q2 2022 | $294,000 | +12.2% | 4,667 | +14.1% | 0.15% | +4.9% |
Q1 2022 | $262,000 | – | 4,089 | – | 0.14% | – |
Download |
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% |