ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,103,759 | +17.7% | 96,137 | +23.0% | 0.00% | 0.0% |
| Q2 2023 | $5,184,574 | -45.1% | 78,151 | -47.3% | 0.00% | 0.0% |
| Q1 2023 | $9,435,906 | -54.9% | 148,386 | -57.6% | 0.00% | -50.0% |
| Q4 2022 | $20,904,673 | +338.8% | 349,869 | +307.2% | 0.00% | +100.0% |
| Q3 2022 | $4,764,000 | -2.4% | 85,912 | +5.4% | 0.00% | 0.0% |
| Q2 2022 | $4,883,000 | -5.8% | 81,533 | +8.4% | 0.00% | 0.0% |
| Q1 2022 | $5,185,000 | -14.0% | 75,205 | -9.2% | 0.00% | 0.0% |
| Q4 2021 | $6,030,000 | +39.5% | 82,809 | +33.7% | 0.00% | 0.0% |
| Q3 2021 | $4,323,000 | +3.9% | 61,922 | +5.2% | 0.00% | 0.0% |
| Q2 2021 | $4,160,000 | -12.1% | 58,876 | -16.7% | 0.00% | 0.0% |
| Q1 2021 | $4,730,000 | -2.7% | 70,667 | -6.7% | 0.00% | 0.0% |
| Q4 2020 | $4,863,000 | +3.0% | 75,780 | -6.9% | 0.00% | 0.0% |
| Q3 2020 | $4,720,000 | +16.2% | 81,387 | +10.0% | 0.00% | 0.0% |
| Q2 2020 | $4,061,000 | +57.9% | 74,003 | +36.6% | 0.00% | 0.0% |
| Q1 2020 | $2,572,000 | -31.6% | 54,186 | -16.5% | 0.00% | 0.0% |
| Q4 2019 | $3,762,000 | +18.7% | 64,864 | +12.4% | 0.00% | 0.0% |
| Q3 2019 | $3,170,000 | +1.3% | 57,720 | +1.7% | 0.00% | 0.0% |
| Q2 2019 | $3,130,000 | -0.3% | 56,755 | -3.3% | 0.00% | 0.0% |
| Q1 2019 | $3,140,000 | -15.1% | 58,672 | -23.0% | 0.00% | 0.0% |
| Q4 2018 | $3,700,000 | +23.9% | 76,210 | +39.4% | 0.00% | 0.0% |
| Q3 2018 | $2,986,000 | -15.2% | 54,658 | -17.1% | 0.00% | 0.0% |
| Q2 2018 | $3,520,000 | -5.2% | 65,911 | -5.0% | 0.00% | 0.0% |
| Q1 2018 | $3,712,000 | -9.0% | 69,384 | -8.4% | 0.00% | 0.0% |
| Q4 2017 | $4,081,000 | -0.8% | 75,752 | -1.4% | 0.00% | 0.0% |
| Q3 2017 | $4,115,000 | +10.7% | 76,809 | +7.1% | 0.00% | 0.0% |
| Q2 2017 | $3,716,000 | -29.7% | 71,742 | -32.3% | 0.00% | 0.0% |
| Q1 2017 | $5,288,000 | +21.9% | 105,910 | +15.3% | 0.00% | 0.0% |
| Q4 2016 | $4,338,000 | +274.6% | 91,860 | +276.8% | 0.00% | – |
| Q3 2016 | $1,158,000 | +85.3% | 24,376 | +78.9% | 0.00% | – |
| Q2 2016 | $625,000 | +31.0% | 13,625 | +29.4% | 0.00% | – |
| Q1 2016 | $477,000 | -35.6% | 10,531 | -36.3% | 0.00% | – |
| Q4 2015 | $741,000 | +118.6% | 16,527 | +112.8% | 0.00% | – |
| Q3 2015 | $339,000 | -39.6% | 7,766 | -34.3% | 0.00% | – |
| Q2 2015 | $561,000 | -1.6% | 11,829 | -1.6% | 0.00% | – |
| Q1 2015 | $570,000 | -18.8% | 12,017 | -20.8% | 0.00% | – |
| Q4 2014 | $702,000 | +67.9% | 15,171 | +65.3% | 0.00% | – |
| Q3 2014 | $418,000 | +0.2% | 9,178 | +3.9% | 0.00% | – |
| Q2 2014 | $417,000 | +17.8% | 8,831 | +13.2% | 0.00% | – |
| Q1 2014 | $354,000 | +7.9% | 7,802 | +6.1% | 0.00% | – |
| Q4 2013 | $328,000 | +11.2% | 7,356 | +4.7% | 0.00% | – |
| Q3 2013 | $295,000 | +17.5% | 7,023 | +12.1% | 0.00% | – |
| Q2 2013 | $251,000 | – | 6,266 | – | 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% |