ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 306 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $997,640 | +2.4% | 13,341 | +0.6% | 0.18% | -3.7% |
| Q1 2024 | $974,446 | +15.3% | 13,265 | +8.4% | 0.19% | +4.5% |
| Q4 2023 | $845,312 | +9.7% | 12,242 | +0.8% | 0.18% | +1.7% |
| Q3 2023 | $770,769 | -6.7% | 12,140 | -2.5% | 0.18% | -4.3% |
| Q2 2023 | $825,734 | +5.2% | 12,447 | +0.8% | 0.18% | 0.0% |
| Q1 2023 | $785,209 | +7.8% | 12,348 | +1.5% | 0.18% | -27.8% |
| Q4 2022 | $728,259 | +3.2% | 12,164 | -4.5% | 0.26% | -7.9% |
| Q3 2022 | $706,000 | -3.3% | 12,734 | +10.1% | 0.28% | +11.7% |
| Q2 2022 | $730,000 | -10.4% | 11,562 | -2.2% | 0.25% | +1.6% |
| Q1 2022 | $815,000 | +3.7% | 11,822 | +9.5% | 0.24% | +5.2% |
| Q4 2021 | $786,000 | +1.4% | 10,795 | +2.1% | 0.23% | +0.4% |
| Q3 2021 | $775,000 | +23.8% | 10,576 | +20.0% | 0.23% | +17.9% |
| Q2 2021 | $626,000 | +48.0% | 8,813 | +43.9% | 0.20% | +46.3% |
| Q1 2021 | $423,000 | +8.2% | 6,123 | +0.4% | 0.13% | -9.5% |
| Q4 2020 | $391,000 | – | 6,100 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |