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 | $1,003 | -5.9% | 15,791 | -1.7% | 0.00% | 0.0% |
| Q2 2023 | $1,066 | +86.0% | 16,068 | +78.2% | 0.00% | +33.3% |
| Q1 2023 | $573 | -53.5% | 9,018 | -56.2% | 0.00% | -50.0% |
| Q4 2022 | $1,231 | -99.9% | 20,607 | -9.8% | 0.01% | -25.0% |
| Q3 2022 | $1,267,000 | -18.3% | 22,853 | -11.7% | 0.01% | -11.1% |
| Q2 2022 | $1,551,000 | -45.8% | 25,890 | -37.6% | 0.01% | -47.1% |
| Q1 2022 | $2,860,000 | +47.4% | 41,490 | +55.8% | 0.02% | +41.7% |
| Q4 2021 | $1,940,000 | +0.6% | 26,637 | -3.6% | 0.01% | -7.7% |
| Q3 2021 | $1,928,000 | +11.7% | 27,622 | +13.1% | 0.01% | 0.0% |
| Q2 2021 | $1,726,000 | +15.1% | 24,425 | +9.0% | 0.01% | -7.1% |
| Q1 2021 | $1,500,000 | – | 22,407 | – | 0.01% | – |
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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% |