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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,534,779 | +8.1% | 22,227 | -3.7% | 1.12% | +7.8% |
| Q3 2023 | $1,419,587 | -7.1% | 23,079 | +1.6% | 1.04% | -21.7% |
| Q2 2023 | $1,527,509 | +9.4% | 22,724 | +3.5% | 1.32% | -5.1% |
| Q1 2023 | $1,396,817 | +11.8% | 21,966 | +5.1% | 1.39% | +22.8% |
| Q4 2022 | $1,249,088 | +23.2% | 20,905 | +13.8% | 1.14% | +7.7% |
| Q3 2022 | $1,014,000 | +7.2% | 18,374 | +15.7% | 1.05% | +13.8% |
| Q2 2022 | $946,000 | -3.5% | 15,887 | +11.5% | 0.93% | +27.2% |
| Q1 2022 | $980,000 | – | 14,245 | – | 0.73% | – |
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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% |