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 | $374,359 | +2.3% | 5,896 | +6.9% | 0.16% | +5.2% |
| Q2 2023 | $366,093 | +3.2% | 5,518 | -1.1% | 0.16% | -5.5% |
| Q1 2023 | $354,776 | -2.1% | 5,579 | -8.0% | 0.16% | -8.9% |
| Q4 2022 | $362,390 | +10.1% | 6,065 | +1.9% | 0.18% | +7.8% |
| Q3 2022 | $329,000 | -3.5% | 5,949 | +4.2% | 0.17% | +5.7% |
| Q2 2022 | $341,000 | -6.8% | 5,708 | +7.3% | 0.16% | +9.0% |
| Q1 2022 | $366,000 | -59.0% | 5,322 | -56.6% | 0.14% | -56.8% |
| Q4 2021 | $893,000 | – | 12,275 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
| MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
| Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
| PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
| Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
| LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
| Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
| Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
| Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |