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 2023 | $1,051,267 | +17.7% | 15,225 | +8.3% | 0.15% | +21.7% |
| Q3 2023 | $892,898 | +5.3% | 14,064 | +10.0% | 0.12% | -1.6% |
| Q2 2023 | $848,247 | +17.4% | 12,786 | +12.5% | 0.12% | +7.0% |
| Q1 2023 | $722,526 | +125.1% | 11,362 | +111.5% | 0.11% | +103.6% |
| Q4 2022 | $320,993 | +31.0% | 5,372 | +21.6% | 0.06% | -8.2% |
| Q3 2022 | $245,000 | -7.5% | 4,418 | 0.0% | 0.06% | -18.7% |
| Q2 2022 | $265,000 | -12.3% | 4,418 | +0.7% | 0.08% | 0.0% |
| Q1 2022 | $302,000 | -5.6% | 4,388 | 0.0% | 0.08% | -9.6% |
| Q4 2021 | $320,000 | +28.0% | 4,388 | +22.4% | 0.08% | +1.2% |
| Q3 2021 | $250,000 | -0.8% | 3,584 | +0.3% | 0.08% | +2.5% |
| Q2 2021 | $252,000 | +6.3% | 3,572 | +0.9% | 0.08% | -5.9% |
| Q1 2021 | $237,000 | +4.9% | 3,541 | +0.4% | 0.08% | -5.6% |
| Q4 2020 | $226,000 | – | 3,528 | – | 0.09% | – |
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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% |