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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 47,414 | $2,840,000 | 3.06% |
| Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
| Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
| Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
| Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
| Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
| LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
| Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |