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 | $3,478,734 | -5.3% | 54,792 | -1.1% | 2.44% | -4.4% |
| Q2 2023 | $3,675,194 | +16.0% | 55,399 | +11.1% | 2.55% | -5.8% |
| Q1 2023 | $3,169,580 | +11.3% | 49,844 | +4.5% | 2.70% | +11.3% |
| Q4 2022 | $2,848,581 | -0.3% | 47,675 | -7.4% | 2.43% | -23.7% |
| Q3 2022 | $2,856,000 | +0.6% | 51,501 | +8.6% | 3.18% | +4.1% |
| Q2 2022 | $2,840,000 | -51.0% | 47,414 | -43.6% | 3.06% | -26.4% |
| Q1 2022 | $5,800,000 | -12.9% | 84,131 | -8.0% | 4.16% | -3.7% |
| Q4 2021 | $6,660,000 | – | 91,460 | – | 4.32% | – |
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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% |