ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $566,178 | +55.6% | 8,918 | +62.6% | 0.03% | +55.6% |
| Q2 2023 | $363,840 | +2.4% | 5,484 | -1.8% | 0.02% | -5.3% |
| Q1 2023 | $355,183 | +19.0% | 5,586 | +11.8% | 0.02% | +5.6% |
| Q4 2022 | $298,481 | -22.5% | 4,995 | -22.3% | 0.02% | -30.8% |
| Q3 2022 | $385,000 | 0.0% | 6,429 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $385,000 | -11.3% | 6,429 | +7.9% | 0.03% | 0.0% |
| Q4 2021 | $434,000 | -37.5% | 5,957 | -40.1% | 0.03% | +18.2% |
| Q3 2021 | $694,000 | -0.6% | 9,948 | +0.7% | 0.02% | 0.0% |
| Q2 2021 | $698,000 | +1.5% | 9,879 | -3.8% | 0.02% | -12.0% |
| Q1 2021 | $688,000 | – | 10,274 | – | 0.02% | – |
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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% |