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 | $16,571 | +44.4% | 261 | +50.9% | 0.00% | – |
| Q2 2023 | $11,477 | +4.3% | 173 | 0.0% | 0.00% | – |
| Q1 2023 | $11,001 | +109910.0% | 173 | 0.0% | 0.00% | -100.0% |
| Q4 2022 | $10 | -100.0% | 173 | -54.6% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -11.5% | 381 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | +73.3% | 380 | +83.6% | 0.00% | – |
| Q4 2021 | $15,000 | +7.1% | 207 | +1.0% | 0.00% | – |
| Q3 2021 | $14,000 | 0.0% | 205 | +0.5% | 0.00% | – |
| Q2 2021 | $14,000 | 0.0% | 204 | 0.0% | 0.00% | – |
| Q1 2021 | $14,000 | – | 204 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 47,414 | $2,840,000 | 3.06% |
| Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
| Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
| Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
| Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
| Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
| LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
| Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |