ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,751,944 | -9.3% | 27,594 | -5.2% | 0.05% | -9.3% |
| Q2 2023 | $1,931,821 | +10.7% | 29,120 | +6.1% | 0.05% | +5.9% |
| Q1 2023 | $1,744,847 | +19.2% | 27,439 | +12.0% | 0.05% | -5.6% |
| Q4 2022 | $1,464,114 | +8.5% | 24,504 | +0.8% | 0.05% | -67.7% |
| Q3 2022 | $1,349,000 | -5.7% | 24,321 | +1.8% | 0.17% | +183.1% |
| Q2 2022 | $1,431,000 | +19.0% | 23,889 | +36.9% | 0.06% | +37.2% |
| Q1 2022 | $1,203,000 | +57.0% | 17,456 | +66.0% | 0.04% | +53.6% |
| Q4 2021 | $766,000 | +27.5% | 10,517 | +22.2% | 0.03% | +16.7% |
| Q3 2021 | $601,000 | – | 8,608 | – | 0.02% | – |
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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% |