ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,905,271 | +4.5% | 30,009 | +9.2% | 0.02% | +5.6% |
| Q2 2023 | $1,823,488 | +0.9% | 27,487 | -3.3% | 0.02% | -10.0% |
| Q1 2023 | $1,808,046 | -26.1% | 28,433 | -30.6% | 0.02% | -9.1% |
| Q4 2022 | $2,447,659 | -100.0% | 40,965 | -90.2% | 0.02% | -82.3% |
| Q3 2022 | $11,565,554,000 | +733754.9% | 416,726 | +1483.1% | 0.12% | +675.0% |
| Q2 2022 | $1,576,000 | -14.6% | 26,323 | -1.7% | 0.02% | -15.8% |
| Q1 2022 | $1,845,000 | +23.7% | 26,768 | +30.6% | 0.02% | +26.7% |
| Q4 2021 | $1,492,000 | -13.1% | 20,495 | -16.7% | 0.02% | -11.8% |
| Q3 2021 | $1,717,000 | -40.6% | 24,593 | -39.9% | 0.02% | -48.5% |
| Q2 2021 | $2,890,000 | +8.9% | 40,910 | +3.1% | 0.03% | -2.9% |
| Q1 2021 | $2,655,000 | -23.4% | 39,669 | -26.5% | 0.03% | -15.0% |
| Q4 2020 | $3,465,000 | -99.8% | 53,961 | +40.3% | 0.04% | -4.8% |
| Q3 2020 | $2,231,000,000 | – | 38,467 | – | 0.04% | – |
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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% |