ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 6 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,264,213 | -7.3% | 19,912 | -3.1% | 0.32% | -0.3% |
| Q2 2023 | $1,363,420 | +5.0% | 20,552 | +0.7% | 0.32% | -3.4% |
| Q1 2023 | $1,298,381 | +5.9% | 20,418 | -0.5% | 0.33% | -9.2% |
| Q4 2022 | $1,225,831 | +10.5% | 20,516 | +10.7% | 0.36% | +4.0% |
| Q2 2022 | $1,109,000 | -14.1% | 18,525 | -1.1% | 0.35% | +6.1% |
| Q1 2022 | $1,291,000 | -6.4% | 18,723 | -1.2% | 0.33% | -1.2% |
| Q4 2021 | $1,379,000 | +29.5% | 18,942 | +24.2% | 0.33% | +4.1% |
| Q3 2021 | $1,065,000 | -22.8% | 15,250 | -21.9% | 0.32% | -7.6% |
| Q2 2021 | $1,379,000 | +2.5% | 19,519 | +0.0% | 0.34% | +1.5% |
| Q1 2021 | $1,346,000 | +8.8% | 19,511 | +5.1% | 0.34% | +0.3% |
| Q4 2020 | $1,237,000 | – | 18,561 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
| MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
| Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
| PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
| Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
| LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
| Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
| Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
| Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |