ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,444,680 | +102.2% | 83,934 | +106.8% | 2.22% | +0.7% |
| Q2 2023 | $2,692,699 | +9.0% | 40,589 | +4.5% | 2.21% | +1.0% |
| Q1 2023 | $2,470,483 | +4.5% | 38,850 | -1.8% | 2.19% | -6.5% |
| Q4 2022 | $2,364,856 | +27.3% | 39,579 | +18.1% | 2.34% | +22.8% |
| Q3 2022 | $1,858,000 | -1.4% | 33,503 | +6.5% | 1.90% | +1.5% |
| Q2 2022 | $1,884,000 | -11.8% | 31,460 | +1.5% | 1.88% | -2.6% |
| Q1 2022 | $2,136,000 | -5.4% | 30,980 | -0.1% | 1.93% | -1.5% |
| Q4 2021 | $2,259,000 | – | 31,018 | – | 1.96% | – |
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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% |