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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,107,872 | -8.2% | 33,200 | -4.1% | 0.62% | -5.1% |
| Q2 2023 | $2,295,898 | +4.2% | 34,608 | -0.2% | 0.65% | -2.4% |
| Q1 2023 | $2,204,294 | +7.0% | 34,664 | +0.6% | 0.67% | +2.6% |
| Q4 2022 | $2,059,349 | +4.7% | 34,466 | -2.8% | 0.65% | -8.5% |
| Q3 2022 | $1,966,000 | -6.2% | 35,462 | +1.4% | 0.71% | -2.3% |
| Q2 2022 | $2,095,000 | -19.8% | 34,986 | -7.7% | 0.73% | -11.9% |
| Q1 2022 | $2,612,000 | -7.5% | 37,890 | -2.3% | 0.82% | -5.0% |
| Q4 2021 | $2,824,000 | +3.3% | 38,783 | -1.0% | 0.87% | -8.4% |
| Q3 2021 | $2,735,000 | +2.6% | 39,180 | -1.6% | 0.95% | -9.1% |
| Q1 2021 | $2,665,000 | +5.2% | 39,821 | +0.9% | 1.04% | -7.5% |
| Q4 2020 | $2,533,000 | +6.8% | 39,464 | -3.5% | 1.12% | -11.1% |
| Q3 2020 | $2,371,000 | +1.2% | 40,888 | -4.2% | 1.27% | -9.2% |
| Q2 2020 | $2,343,000 | +12.2% | 42,689 | -3.0% | 1.40% | -13.3% |
| Q1 2020 | $2,088,000 | -33.7% | 44,004 | -18.9% | 1.61% | -21.9% |
| Q4 2019 | $3,147,000 | +2.6% | 54,263 | -2.9% | 2.06% | -5.2% |
| Q3 2019 | $3,068,000 | +0.0% | 55,870 | +0.5% | 2.17% | -3.3% |
| Q2 2019 | $3,067,000 | -2.8% | 55,605 | -5.6% | 2.25% | -1.2% |
| Q1 2019 | $3,154,000 | +8.7% | 58,931 | -2.0% | 2.28% | -10.3% |
| Q4 2018 | $2,902,000 | -8.4% | 60,110 | +3.6% | 2.54% | -0.1% |
| Q3 2018 | $3,169,000 | +5.1% | 58,009 | +2.8% | 2.54% | -5.3% |
| Q2 2018 | $3,015,000 | +9.8% | 56,454 | +10.0% | 2.68% | +5.5% |
| Q1 2018 | $2,746,000 | +2.7% | 51,334 | +3.5% | 2.54% | +3.0% |
| Q4 2017 | $2,673,000 | – | 49,606 | – | 2.47% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
| Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
| Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
| Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
| Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
| Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
| LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
| MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |