ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $29,875 | +113.4% | 500 | +100.0% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -99.9% | 250 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $14,973,000 | +10671.9% | 250 | -87.6% | 0.01% | -86.8% |
| Q1 2022 | $139,000 | +87.8% | 2,019 | +89.8% | 0.04% | +46.2% |
| Q3 2021 | $74,000 | +10.4% | 1,064 | +12.5% | 0.03% | +4.0% |
| Q2 2021 | $67,000 | +1.5% | 946 | -4.0% | 0.02% | -32.4% |
| Q1 2021 | $66,000 | – | 985 | – | 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% |