ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 304 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $105,892 | +2.0% | 1,416 | +0.2% | 0.06% | 0.0% |
| Q1 2024 | $103,818 | -4.8% | 1,413 | -10.5% | 0.06% | -16.7% |
| Q4 2023 | $109,047 | +24.3% | 1,579 | +14.3% | 0.08% | +9.9% |
| Q3 2023 | $87,730 | +12.3% | 1,381 | +17.3% | 0.07% | +16.4% |
| Q2 2023 | $78,104 | +4.1% | 1,177 | -0.3% | 0.06% | -3.2% |
| Q1 2023 | $75,061 | +133937.5% | 1,180 | +25.9% | 0.06% | +28.6% |
| Q4 2022 | $56 | -99.9% | 937 | -1.8% | 0.05% | 0.0% |
| Q3 2022 | $53,000 | -7.0% | 954 | +0.6% | 0.05% | -7.5% |
| Q2 2022 | $57,000 | -16.2% | 948 | -3.7% | 0.05% | -13.1% |
| Q1 2022 | $68,000 | -4.2% | 984 | +1.0% | 0.06% | -3.2% |
| Q4 2021 | $71,000 | – | 974 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 182,968 | $9,789,000 | 4.22% |
| Legacy Financial Strategies, LLC | 53,416 | $2,858,000 | 2.79% |
| MARINO, STRAM & ASSOCIATES LLC | 51,334 | $2,746,000 | 2.54% |
| Madrona Financial Services, LLC | 56,503 | $3,023,000 | 2.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 71,701 | $3,836,000 | 1.72% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 31,245 | $1,671,000 | 1.24% |
| Shakespeare Wealth Management, LLC | 25,900 | $1,386,000 | 1.20% |
| Archford Capital Strategies, LLC | 49,031 | $2,743,000 | 1.14% |
| LBMC INVESTMENT ADVISORS, LLC | 120,839 | $6,465,000 | 1.12% |
| Canal Capital Management, LLC | 26,251 | $1,404,000 | 0.81% |