ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 231 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 2024 | $101,523 | +6.4% | 1,382 | 0.0% | 0.03% | -18.9% |
| Q4 2023 | $95,427 | +8.8% | 1,382 | 0.0% | 0.04% | -2.6% |
| Q3 2023 | $87,743 | +109.3% | 1,382 | +118.7% | 0.04% | +123.5% |
| Q2 2023 | $41,926 | +4.3% | 632 | 0.0% | 0.02% | -15.0% |
| Q1 2023 | $40,189 | -17.2% | 632 | -22.2% | 0.02% | -9.1% |
| Q4 2022 | $48,517 | -50.0% | 812 | -53.6% | 0.02% | -55.1% |
| Q3 2022 | $97,000 | -3.0% | 1,750 | +4.8% | 0.05% | -3.9% |
| Q2 2022 | $100,000 | -19.4% | 1,670 | -7.0% | 0.05% | -7.3% |
| Q1 2022 | $124,000 | -13.9% | 1,796 | -9.2% | 0.06% | -5.2% |
| Q4 2021 | $144,000 | -10.0% | 1,979 | -13.5% | 0.06% | -22.7% |
| Q3 2021 | $160,000 | +13.5% | 2,289 | +15.1% | 0.08% | +17.2% |
| Q2 2021 | $141,000 | +0.7% | 1,989 | -3.9% | 0.06% | -7.2% |
| Q1 2021 | $140,000 | +29.6% | 2,069 | +22.8% | 0.07% | +13.1% |
| Q4 2020 | $108,000 | -1.8% | 1,685 | -11.1% | 0.06% | -7.6% |
| Q3 2020 | $110,000 | – | 1,895 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |