ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Arden Trust Co | 266,687 | $15,934,552 | 3.24% |
Fort Henry Capital, LLC | 48,212 | $2,880,667 | 2.61% |
Consilium Wealth Advisory, LLC | 47,675 | $2,848,581 | 2.43% |
Archvest Wealth Advisors, Inc. | 39,579 | $2,364,856 | 2.34% |
Allen Capital Group, LLC | 39,579 | $2,364,856 | 2.34% |
NORTHWEST WEALTH MANAGEMENT, LLC | 84,847 | $5,069,579 | 2.17% |
UNIQUE WEALTH, LLC | 63,361 | $3,785,801 | 2.02% |
PATTON ALBERTSON MILLER GROUP, LLC | 111,334 | $6,652,191 | 1.22% |
Weaver Consulting Group | 38,014 | $2,271,321 | 1.16% |
Legacy Financial Group LLC | 64,684 | $3,864,896 | 1.16% |