ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464,049 | +4.1% | 7,309 | +8.8% | 0.26% | +10.7% |
| Q2 2023 | $445,673 | +10.5% | 6,718 | +5.9% | 0.23% | +6.9% |
| Q1 2023 | $403,224 | +7.6% | 6,341 | +1.1% | 0.22% | -0.9% |
| Q4 2022 | $374,693 | +8.9% | 6,271 | +0.5% | 0.22% | -1.8% |
| Q3 2022 | $344,000 | -7.8% | 6,237 | -0.5% | 0.22% | -3.9% |
| Q2 2022 | $373,000 | -12.4% | 6,271 | +1.4% | 0.23% | -16.2% |
| Q1 2022 | $426,000 | +0.5% | 6,183 | +1.8% | 0.28% | -6.1% |
| Q3 2021 | $424,000 | -0.9% | 6,072 | +0.2% | 0.30% | -2.3% |
| Q2 2021 | $428,000 | +12.9% | 6,059 | +7.0% | 0.30% | -1.9% |
| Q1 2021 | $379,000 | +4.1% | 5,664 | 0.0% | 0.31% | +6.9% |
| Q4 2020 | $364,000 | – | 5,664 | – | 0.29% | – |
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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% |