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 | $542,268 | -1.4% | 8,541 | +3.0% | 0.01% | 0.0% |
| Q2 2023 | $550,224 | +4.8% | 8,294 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $525,190 | +13.8% | 8,259 | +6.9% | 0.01% | 0.0% |
| Q4 2022 | $461,449 | +8.1% | 7,723 | +0.3% | 0.01% | +22.2% |
| Q3 2022 | $427,000 | -4.5% | 7,698 | +3.2% | 0.01% | 0.0% |
| Q2 2022 | $447,000 | -13.9% | 7,456 | -1.0% | 0.01% | 0.0% |
| Q1 2022 | $519,000 | -16.2% | 7,532 | -11.3% | 0.01% | -18.2% |
| Q4 2021 | $619,000 | +18.4% | 8,496 | +13.5% | 0.01% | +10.0% |
| Q3 2021 | $523,000 | +1.8% | 7,486 | +3.0% | 0.01% | +11.1% |
| Q2 2021 | $514,000 | +2.4% | 7,271 | -3.1% | 0.01% | -10.0% |
| Q1 2021 | $502,000 | -3.8% | 7,505 | -7.8% | 0.01% | -9.1% |
| Q4 2020 | $522,000 | +10.6% | 8,138 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $472,000 | +7.0% | 8,138 | +1.2% | 0.01% | +10.0% |
| Q2 2020 | $441,000 | -3.5% | 8,038 | -16.6% | 0.01% | -16.7% |
| Q1 2020 | $457,000 | -20.0% | 9,633 | -2.1% | 0.01% | 0.0% |
| Q4 2019 | $571,000 | +3.6% | 9,843 | -1.9% | 0.01% | 0.0% |
| Q3 2019 | $551,000 | -0.4% | 10,033 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $553,000 | -0.9% | 10,033 | -3.8% | 0.01% | 0.0% |
| Q1 2019 | $558,000 | -2.8% | 10,433 | -11.8% | 0.01% | -14.3% |
| Q4 2018 | $574,000 | -8.3% | 11,832 | +3.2% | 0.01% | 0.0% |
| Q3 2018 | $626,000 | -7.0% | 11,466 | -9.0% | 0.01% | -6.7% |
| Q2 2018 | $673,000 | -25.1% | 12,596 | -25.0% | 0.02% | -25.0% |
| Q1 2018 | $899,000 | +1.5% | 16,802 | +2.2% | 0.02% | +5.3% |
| Q4 2017 | $886,000 | – | 16,444 | – | 0.02% | – |
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% |