ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $590 | +51.3% | 8,900 | +36.3% | 0.00% | 0.0% |
| Q4 2022 | $390 | -99.9% | 6,530 | +5.3% | 0.00% | – |
| Q3 2022 | $344,000 | +43.3% | 6,200 | +55.0% | 0.00% | – |
| Q2 2022 | $240,000 | -55.5% | 4,000 | -45.9% | 0.00% | -100.0% |
| Q4 2021 | $539,000 | -12.5% | 7,400 | -22.9% | 0.00% | 0.0% |
| Q4 2020 | $616,000 | +180.0% | 9,600 | +153.2% | 0.00% | – |
| Q3 2020 | $220,000 | -41.2% | 3,791 | -41.3% | 0.00% | – |
| Q4 2019 | $374,000 | -61.8% | 6,456 | -64.7% | 0.00% | -100.0% |
| Q2 2018 | $978,000 | +94.4% | 18,300 | +94.7% | 0.00% | 0.0% |
| Q1 2018 | $503,000 | +112.2% | 9,400 | +113.6% | 0.00% | – |
| Q4 2017 | $237,000 | – | 4,400 | – | 0.00% | – |
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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% |