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 | $605,756 | -6.0% | 9,541 | -1.8% | 0.01% | -11.1% |
| Q2 2023 | $644,327 | +9.5% | 9,713 | +5.0% | 0.01% | 0.0% |
| Q1 2023 | $588,298 | +2.4% | 9,251 | -3.8% | 0.01% | 0.0% |
| Q4 2022 | $574,771 | +11.0% | 9,620 | +3.0% | 0.01% | 0.0% |
| Q3 2022 | $518,000 | -3.5% | 9,336 | +4.1% | 0.01% | -10.0% |
| Q2 2022 | $537,000 | -10.4% | 8,972 | +3.2% | 0.01% | 0.0% |
| Q1 2022 | $599,000 | – | 8,691 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |