ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 247 filers reported holding ISHARES TR in Q1 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 | 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% |