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 | $343,421 | +13.6% | 5,427 | +20.2% | 0.21% | +16.9% |
| Q2 2023 | $302,257 | -0.9% | 4,514 | -5.4% | 0.18% | -7.8% |
| Q1 2023 | $305,074 | +9.3% | 4,772 | +5.0% | 0.19% | +3.2% |
| Q4 2022 | $279,154 | +12.6% | 4,545 | +3.1% | 0.19% | +1.1% |
| Q3 2022 | $248,000 | -2.4% | 4,410 | +2.2% | 0.18% | -2.1% |
| Q2 2022 | $254,000 | -16.7% | 4,317 | -7.3% | 0.19% | -11.3% |
| Q1 2022 | $305,000 | -31.8% | 4,656 | -25.2% | 0.21% | -33.8% |
| Q4 2021 | $447,000 | +7.7% | 6,228 | +4.7% | 0.32% | +0.3% |
| Q3 2021 | $415,000 | +4.0% | 5,946 | +6.3% | 0.32% | +3.2% |
| Q2 2021 | $399,000 | +23.1% | 5,595 | +18.3% | 0.31% | +8.4% |
| Q1 2021 | $324,000 | -4.1% | 4,729 | -10.0% | 0.28% | -19.0% |
| Q4 2020 | $338,000 | – | 5,257 | – | 0.35% | – |
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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% |