ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104 | -4.6% | 1,636 | -4.8% | 0.01% | 0.0% |
| Q1 2023 | $109 | -3.5% | 1,719 | -9.5% | 0.01% | -18.2% |
| Q4 2022 | $113 | -99.9% | 1,899 | -6.2% | 0.01% | 0.0% |
| Q3 2022 | $112,000 | -12.5% | 2,024 | -5.3% | 0.01% | -15.4% |
| Q2 2022 | $128,000 | -5.2% | 2,138 | +9.1% | 0.01% | +18.2% |
| Q1 2022 | $135,000 | -11.8% | 1,959 | -6.5% | 0.01% | -8.3% |
| Q4 2021 | $153,000 | +8.5% | 2,095 | +3.5% | 0.01% | 0.0% |
| Q3 2021 | $141,000 | -85.0% | 2,024 | -84.7% | 0.01% | -84.8% |
| Q2 2021 | $938,000 | +10.6% | 13,272 | +4.8% | 0.08% | -6.0% |
| Q1 2021 | $848,000 | +115.2% | 12,668 | +106.5% | 0.08% | +104.9% |
| Q4 2020 | $394,000 | +290.1% | 6,134 | +253.5% | 0.04% | +192.9% |
| Q3 2020 | $101,000 | -21.7% | 1,735 | -22.3% | 0.01% | -22.2% |
| Q4 2019 | $129,000 | +4.9% | 2,232 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $123,000 | -94.4% | 2,232 | +1807.7% | 0.02% | +46.2% |
| Q1 2019 | $2,192,000 | +109500.0% | 117 | +8.3% | 0.01% | -7.1% |
| Q4 2018 | $2,000 | -99.6% | 108 | +980.0% | 0.01% | -86.3% |
| Q3 2018 | $566,000 | -13.2% | 10 | -99.9% | 0.10% | +13.3% |
| Q2 2018 | $652,000 | – | 12,218 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |