ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $353,190 | -22.4% | 5,563 | -18.9% | 0.13% | -14.9% |
| Q2 2023 | $455,234 | +0.9% | 6,862 | -3.3% | 0.15% | -11.4% |
| Q1 2023 | $451,137 | -28.8% | 7,094 | -33.1% | 0.17% | -33.2% |
| Q4 2022 | $633,325 | -13.6% | 10,600 | -19.8% | 0.25% | -15.8% |
| Q3 2022 | $733,000 | +14.7% | 13,216 | +23.9% | 0.30% | +17.9% |
| Q2 2022 | $639,000 | -55.9% | 10,668 | -49.2% | 0.25% | -53.1% |
| Q1 2022 | $1,448,000 | -5.3% | 20,998 | 0.0% | 0.54% | -12.5% |
| Q4 2021 | $1,529,000 | – | 20,998 | – | 0.61% | – |
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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% |