ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 219 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $186,780 | -21.7% | 2,498 | -23.1% | 0.00% | – |
| Q1 2024 | $238,524 | +78.6% | 3,247 | +67.9% | 0.00% | – |
| Q4 2023 | $133,542 | +2.2% | 1,934 | -6.0% | 0.00% | – |
| Q3 2023 | $130,631 | +638.9% | 2,058 | +640.3% | 0.00% | – |
| Q1 2023 | $17,680 | +68.4% | 278 | +58.0% | 0.00% | – |
| Q4 2022 | $10,496 | +16.6% | 176 | +13.5% | 0.00% | – |
| Q3 2022 | $9,000 | +80.0% | 155 | +86.7% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 83 | +2.5% | 0.00% | – |
| Q1 2022 | $6,000 | -91.5% | 81 | -91.7% | 0.00% | – |
| Q4 2021 | $71,000 | +1083.3% | 971 | +1098.8% | 0.00% | – |
| Q3 2021 | $6,000 | +500.0% | 81 | +305.0% | 0.00% | – |
| Q1 2021 | $1,000 | -92.9% | 20 | -91.9% | 0.00% | – |
| Q3 2020 | $14,000 | -6.7% | 247 | -24.0% | 0.00% | – |
| Q1 2020 | $15,000 | +650.0% | 325 | +638.6% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – |
| Q2 2018 | $2,000 | -66.7% | 44 | -60.4% | 0.00% | – |
| Q1 2018 | $6,000 | -57.1% | 111 | -57.8% | 0.00% | – |
| Q2 2017 | $14,000 | -51.7% | 263 | -59.5% | 0.00% | -100.0% |
| Q4 2015 | $29,000 | – | 650 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |