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 | $56,506 | -38.7% | 890 | -36.0% | 0.00% | – |
| Q2 2023 | $92,213 | +4.3% | 1,390 | 0.0% | 0.00% | – |
| Q1 2023 | $88,390 | -10.2% | 1,390 | -15.7% | 0.00% | – |
| Q4 2022 | $98,468 | +0.5% | 1,648 | -6.6% | 0.00% | – |
| Q3 2022 | $98,000 | -16.2% | 1,765 | -9.6% | 0.00% | – |
| Q2 2022 | $117,000 | -13.3% | 1,952 | 0.0% | 0.00% | – |
| Q1 2022 | $135,000 | -4.9% | 1,952 | 0.0% | 0.00% | – |
| Q4 2021 | $142,000 | +4.4% | 1,952 | 0.0% | 0.00% | – |
| Q3 2021 | $136,000 | -1.4% | 1,952 | 0.0% | 0.00% | – |
| Q2 2021 | $138,000 | -5.5% | 1,952 | -10.1% | 0.00% | – |
| Q1 2021 | $146,000 | -5.8% | 2,171 | -10.5% | 0.00% | – |
| Q4 2020 | $155,000 | +9.9% | 2,426 | 0.0% | 0.00% | – |
| Q3 2020 | $141,000 | +6.0% | 2,426 | 0.0% | 0.00% | – |
| Q2 2020 | $133,000 | +15.7% | 2,426 | 0.0% | 0.00% | – |
| Q1 2020 | $115,000 | -26.8% | 2,426 | -10.5% | 0.00% | – |
| Q4 2019 | $157,000 | +2516.7% | 2,712 | +2558.8% | 0.00% | – |
| Q3 2019 | $6,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q2 2019 | $6,000 | +20.0% | 102 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q4 2018 | $5,000 | -16.7% | 102 | -8.9% | 0.00% | – |
| Q3 2018 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | – |
| Q1 2018 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | – |
| Q4 2017 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | – |
| Q3 2017 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | – |
| Q2 2017 | $6,000 | -83.3% | 112 | -84.1% | 0.00% | – |
| Q1 2017 | $36,000 | – | 703 | – | 0.00% | – |
Download | ||||||
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% |