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 | $404,209 | -4.0% | 6,367 | +0.3% | 0.16% | +2.5% |
| Q2 2023 | $421,026 | +19.7% | 6,346 | +14.7% | 0.16% | +12.6% |
| Q1 2023 | $351,697 | +0.0% | 5,531 | -6.0% | 0.14% | -5.3% |
| Q4 2022 | $351,575 | +8.2% | 5,884 | +0.5% | 0.15% | -1.9% |
| Q3 2022 | $325,000 | -4.7% | 5,854 | +2.7% | 0.15% | -0.6% |
| Q2 2022 | $341,000 | -22.1% | 5,701 | -10.3% | 0.16% | -11.4% |
| Q1 2022 | $438,000 | +1.9% | 6,354 | +7.5% | 0.18% | +4.8% |
| Q4 2021 | $430,000 | +7.8% | 5,911 | +3.4% | 0.17% | -0.6% |
| Q3 2021 | $399,000 | +0.8% | 5,718 | +1.9% | 0.17% | -0.6% |
| Q2 2021 | $396,000 | -10.0% | 5,611 | -14.6% | 0.17% | -15.5% |
| Q1 2021 | $440,000 | +16.7% | 6,572 | +11.8% | 0.20% | +8.1% |
| Q4 2020 | $377,000 | +68.3% | 5,878 | +43.9% | 0.18% | +24.2% |
| Q2 2020 | $224,000 | – | 4,086 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
| Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
| Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
| Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
| Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
| Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
| LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
| MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |