ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,932,194,000 | +97088.4% | 61,934 | +1.6% | 0.92% | -11.3% |
| Q2 2023 | $4,045,952 | +4.5% | 60,988 | +0.1% | 1.04% | -1.6% |
| Q1 2023 | $3,872,544 | +0.2% | 60,899 | -5.9% | 1.06% | -8.5% |
| Q4 2022 | $3,864,896 | +20.7% | 64,684 | +12.0% | 1.16% | +8.3% |
| Q3 2022 | $3,201,000 | -6.1% | 57,736 | +1.4% | 1.07% | -0.7% |
| Q2 2022 | $3,409,000 | +6.3% | 56,917 | +22.4% | 1.08% | +14.5% |
| Q1 2022 | $3,207,000 | +39.5% | 46,513 | +46.0% | 0.94% | -4.9% |
| Q4 2021 | $2,299,000 | +14.8% | 31,851 | +11.0% | 0.99% | +64.9% |
| Q3 2021 | $2,003,000 | +48.7% | 28,699 | +50.6% | 0.60% | +47.2% |
| Q2 2021 | $1,347,000 | +98.7% | 19,062 | +88.2% | 0.41% | +72.5% |
| Q1 2021 | $678,000 | – | 10,127 | – | 0.24% | – |
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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% |