ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,802 | -23.9% | 92 | -20.0% | 0.00% | – |
| Q2 2023 | $7,623 | -14.1% | 115 | -17.9% | 0.00% | – |
| Q1 2023 | $8,870 | -29.3% | 140 | -21.3% | 0.00% | – |
| Q4 2022 | $12,548 | -16.3% | 178 | -33.6% | 0.00% | – |
| Q3 2022 | $15,000 | -16.7% | 268 | -10.7% | 0.00% | – |
| Q2 2022 | $18,000 | -33.3% | 300 | -22.7% | 0.00% | – |
| Q1 2022 | $27,000 | -6.9% | 388 | -3.0% | 0.00% | – |
| Q4 2021 | $29,000 | – | 400 | – | 0.00% | – |
Download | ||||||
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% |