ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. 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% | – |
Download | ||||||
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% |