ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 229 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $317,297 | -17.2% | 5,031 | -12.9% | 0.26% | -12.6% |
| Q2 2023 | $383,163 | +8.4% | 5,776 | +3.9% | 0.29% | +7.7% |
| Q1 2023 | $353,541 | -1.7% | 5,560 | -7.7% | 0.27% | -5.2% |
| Q4 2022 | $359,787 | +14.6% | 6,022 | +6.3% | 0.29% | +5.5% |
| Q3 2022 | $314,000 | -0.6% | 5,667 | +7.5% | 0.27% | +7.1% |
| Q2 2022 | $316,000 | -14.6% | 5,272 | -1.7% | 0.25% | -4.5% |
| Q1 2022 | $370,000 | -4.1% | 5,364 | +1.3% | 0.27% | -1.5% |
| Q4 2021 | $386,000 | – | 5,295 | – | 0.27% | – |
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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% |