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 | $102,242 | -3.8% | 1,610 | +0.5% | 0.00% | – |
| Q2 2023 | $106,269 | +4.5% | 1,602 | +0.2% | 0.00% | – |
| Q1 2023 | $101,683 | +6.4% | 1,599 | 0.0% | 0.00% | – |
| Q4 2022 | $95,543 | +8.6% | 1,599 | +0.6% | 0.00% | – |
| Q3 2022 | $88,000 | -7.4% | 1,589 | +0.5% | 0.00% | – |
| Q2 2022 | $95,000 | -12.8% | 1,581 | +0.1% | 0.00% | – |
| Q1 2022 | $109,000 | -12.8% | 1,579 | -8.1% | 0.00% | – |
| Q4 2021 | $125,000 | +5.0% | 1,719 | +0.6% | 0.00% | – |
| Q3 2021 | $119,000 | -12.5% | 1,708 | -11.1% | 0.00% | – |
| Q2 2021 | $136,000 | -11.1% | 1,921 | -16.0% | 0.00% | – |
| Q1 2021 | $153,000 | -38.3% | 2,288 | -40.7% | 0.00% | – |
| Q4 2020 | $248,000 | +11.2% | 3,857 | +0.4% | 0.00% | – |
| Q3 2020 | $223,000 | -3.5% | 3,840 | -8.6% | 0.00% | – |
| Q2 2020 | $231,000 | +8.5% | 4,202 | -6.5% | 0.00% | – |
| Q1 2020 | $213,000 | -22.3% | 4,495 | -4.8% | 0.00% | – |
| Q4 2019 | $274,000 | +6.2% | 4,722 | +0.6% | 0.00% | – |
| Q3 2019 | $258,000 | -24.8% | 4,695 | -24.4% | 0.00% | – |
| Q2 2019 | $343,000 | +3.3% | 6,214 | +0.1% | 0.00% | – |
| Q1 2019 | $332,000 | +7.1% | 6,206 | -2.9% | 0.00% | – |
| Q4 2018 | $310,000 | -11.2% | 6,393 | +0.1% | 0.00% | – |
| Q3 2018 | $349,000 | -2.0% | 6,386 | -4.1% | 0.00% | – |
| Q2 2018 | $356,000 | -9.4% | 6,662 | -9.4% | 0.00% | – |
| Q1 2018 | $393,000 | -33.2% | 7,352 | -32.7% | 0.00% | -100.0% |
| Q4 2017 | $588,000 | +37.4% | 10,920 | +36.8% | 0.00% | – |
| Q3 2017 | $428,000 | -3.2% | 7,985 | -6.6% | 0.00% | – |
| Q2 2017 | $442,000 | +3.5% | 8,545 | +0.1% | 0.00% | – |
| Q1 2017 | $427,000 | -4.9% | 8,540 | -10.3% | 0.00% | -100.0% |
| Q4 2016 | $449,000 | -0.4% | 9,522 | +0.1% | 0.00% | 0.0% |
| Q3 2016 | $451,000 | -3.0% | 9,516 | -6.1% | 0.00% | 0.0% |
| Q2 2016 | $465,000 | -10.1% | 10,136 | -11.1% | 0.00% | 0.0% |
| Q1 2016 | $517,000 | +1.2% | 11,407 | +0.1% | 0.00% | 0.0% |
| Q4 2015 | $511,000 | +2.8% | 11,394 | +0.1% | 0.00% | 0.0% |
| Q3 2015 | $497,000 | -7.8% | 11,388 | +0.1% | 0.00% | 0.0% |
| Q2 2015 | $539,000 | +3.5% | 11,374 | +3.7% | 0.00% | 0.0% |
| Q1 2015 | $521,000 | +1760.7% | 10,964 | +1727.3% | 0.00% | – |
| Q4 2014 | $28,000 | +3.7% | 600 | 0.0% | 0.00% | – |
| Q3 2014 | $27,000 | – | 600 | – | 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% |