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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,154,310 | -4.5% | 49,682 | -0.2% | 2.70% | +1.4% |
| Q2 2023 | $3,303,798 | +5.5% | 49,801 | +1.1% | 2.66% | +1.4% |
| Q1 2023 | $3,132,761 | +8.8% | 49,265 | +2.2% | 2.62% | +0.6% |
| Q4 2022 | $2,880,667 | +1.3% | 48,212 | -6.0% | 2.61% | -5.8% |
| Q3 2022 | $2,843,000 | -2.9% | 51,266 | +4.8% | 2.77% | +1.2% |
| Q2 2022 | $2,928,000 | -14.8% | 48,896 | -1.9% | 2.73% | -7.9% |
| Q1 2022 | $3,437,000 | -14.7% | 49,861 | -9.9% | 2.97% | -11.8% |
| Q4 2021 | $4,031,000 | +5.4% | 55,349 | +1.0% | 3.36% | -0.1% |
| Q3 2021 | $3,824,000 | -7.4% | 54,776 | -6.3% | 3.36% | -7.4% |
| Q2 2021 | $4,131,000 | +7.5% | 58,472 | +1.9% | 3.63% | -0.2% |
| Q1 2021 | $3,842,000 | +1.0% | 57,401 | -3.2% | 3.64% | -4.4% |
| Q4 2020 | $3,805,000 | – | 59,288 | – | 3.80% | – |
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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% |