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 | $935,144 | -16.4% | 14,729 | -12.6% | 0.00% | – |
| Q2 2023 | $1,118,161 | -26.4% | 16,855 | -29.5% | 0.00% | – |
| Q1 2023 | $1,519,674 | +51.4% | 23,898 | +42.2% | 0.00% | – |
| Q4 2022 | $1,003,979 | -55.6% | 16,803 | -48.8% | 0.00% | – |
| Q1 2022 | $2,263,000 | +136.5% | 32,829 | +89.2% | 0.00% | – |
| Q2 2019 | $957,000 | +220.1% | 17,350 | +164.6% | 0.00% | – |
| Q3 2014 | $299,000 | – | 6,557 | – | 0.00% | – |
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% |