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 | $213,016 | -7.2% | 3,355 | -3.0% | 0.06% | -7.4% |
| Q2 2023 | $229,420 | -12.6% | 3,458 | -16.2% | 0.07% | -15.0% |
| Q1 2023 | $262,460 | -11.5% | 4,127 | -16.8% | 0.08% | -14.0% |
| Q4 2022 | $296,519 | -2.8% | 4,962 | -9.9% | 0.09% | -19.8% |
| Q3 2022 | $305,000 | -34.8% | 5,506 | -29.6% | 0.12% | -23.7% |
| Q2 2022 | $468,000 | – | 7,825 | – | 0.15% | – |
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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% |