ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $68,213 | +3.1% | 1,073 | -3.2% | 0.04% | +8.6% |
| Q4 2022 | $66,185 | -30.3% | 1,108 | -35.0% | 0.04% | -25.5% |
| Q3 2022 | $95,000 | -58.3% | 1,705 | -55.2% | 0.05% | -47.2% |
| Q2 2022 | $228,000 | -25.5% | 3,805 | -14.3% | 0.09% | -23.3% |
| Q1 2022 | $306,000 | -15.5% | 4,440 | -10.7% | 0.12% | -20.5% |
| Q4 2021 | $362,000 | -0.5% | 4,972 | -4.5% | 0.15% | -11.5% |
| Q3 2021 | $364,000 | -8.3% | 5,209 | -7.4% | 0.16% | -14.1% |
| Q2 2021 | $397,000 | -16.2% | 5,623 | -20.6% | 0.19% | -30.2% |
| Q1 2021 | $474,000 | 0.0% | 7,086 | -4.1% | 0.28% | -8.3% |
| Q4 2020 | $474,000 | – | 7,391 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
| Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
| Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
| Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
| Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
| Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
| LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
| MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |