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 | $307,197 | -5.4% | 4,839 | -1.2% | 0.10% | -2.8% |
| Q2 2023 | $324,870 | +17.2% | 4,897 | +12.3% | 0.11% | +15.1% |
| Q1 2023 | $277,292 | +14.5% | 4,361 | +7.6% | 0.09% | +2.2% |
| Q4 2022 | $242,085 | +7.1% | 4,052 | -0.6% | 0.09% | +2.2% |
| Q3 2022 | $226,000 | -32.5% | 4,078 | -27.1% | 0.09% | -32.1% |
| Q2 2022 | $335,000 | +38.4% | 5,595 | +59.6% | 0.13% | +84.5% |
| Q1 2022 | $242,000 | – | 3,506 | – | 0.07% | – |
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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% |