ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,973 | -5.1% | 5,276 | -0.8% | 0.21% | -3.3% |
| Q2 2023 | $352,995 | +3.4% | 5,321 | -0.9% | 0.21% | -11.6% |
| Q1 2023 | $341,542 | +5.9% | 5,371 | -0.5% | 0.24% | -13.9% |
| Q4 2022 | $322,591 | +6.8% | 5,399 | -0.8% | 0.28% | +17.1% |
| Q3 2022 | $302,000 | -7.9% | 5,444 | -0.7% | 0.24% | -13.4% |
| Q2 2022 | $328,000 | -13.9% | 5,481 | -0.7% | 0.28% | +16.9% |
| Q1 2022 | $381,000 | -6.4% | 5,521 | -1.2% | 0.24% | +8.7% |
| Q4 2021 | $407,000 | +2.5% | 5,589 | -1.8% | 0.22% | -2.2% |
| Q3 2021 | $397,000 | -1.5% | 5,694 | -0.1% | 0.22% | +0.5% |
| Q2 2021 | $403,000 | +1.8% | 5,699 | -3.7% | 0.22% | -12.6% |
| Q1 2021 | $396,000 | +3.9% | 5,917 | -0.4% | 0.25% | +4.1% |
| Q4 2020 | $381,000 | – | 5,939 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
| Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
| Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
| Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
| Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
| Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
| LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
| MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |