ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 217 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $720,865 | -20.1% | 11,354 | -16.5% | 0.06% | -15.6% |
| Q2 2023 | $902,025 | -5.9% | 13,597 | -9.8% | 0.08% | -12.5% |
| Q1 2023 | $958,556 | -0.7% | 15,074 | -6.7% | 0.09% | -7.4% |
| Q4 2022 | $965,589 | +7.6% | 16,160 | -0.1% | 0.10% | +5.6% |
| Q3 2022 | $897,000 | -3.1% | 16,180 | +4.7% | 0.09% | -1.1% |
| Q2 2022 | $926,000 | -11.2% | 15,455 | +2.1% | 0.09% | +40.0% |
| Q1 2022 | $1,043,000 | -4.9% | 15,131 | +0.5% | 0.06% | -4.4% |
| Q4 2021 | $1,097,000 | +2.6% | 15,058 | -1.7% | 0.07% | -8.1% |
| Q3 2021 | $1,069,000 | -3.5% | 15,314 | -2.3% | 0.07% | +1.4% |
| Q2 2021 | $1,108,000 | +12.0% | 15,677 | +6.1% | 0.07% | +4.3% |
| Q1 2021 | $989,000 | +5.0% | 14,773 | +0.6% | 0.07% | -7.9% |
| Q4 2020 | $942,000 | +4.4% | 14,679 | -5.6% | 0.08% | -1.3% |
| Q3 2020 | $902,000 | -3.4% | 15,551 | -8.6% | 0.08% | +2.7% |
| Q2 2020 | $934,000 | +25.2% | 17,017 | +8.2% | 0.08% | +8.7% |
| Q1 2020 | $746,000 | -20.9% | 15,721 | -3.3% | 0.07% | -13.8% |
| Q4 2019 | $943,000 | -15.2% | 16,255 | -19.7% | 0.08% | -21.6% |
| Q3 2019 | $1,112,000 | +2.2% | 20,243 | +2.6% | 0.10% | -15.0% |
| Q2 2019 | $1,088,000 | +49.7% | 19,732 | +45.2% | 0.12% | +34.8% |
| Q1 2019 | $727,000 | +22.8% | 13,585 | +11.4% | 0.09% | +8.5% |
| Q4 2018 | $592,000 | -36.3% | 12,191 | -28.4% | 0.08% | -29.9% |
| Q3 2018 | $930,000 | -6.5% | 17,025 | -8.6% | 0.12% | -13.3% |
| Q2 2018 | $995,000 | +0.1% | 18,637 | +0.3% | 0.14% | -1.5% |
| Q1 2018 | $994,000 | -11.1% | 18,587 | -10.4% | 0.14% | -19.4% |
| Q4 2017 | $1,118,000 | – | 20,744 | – | 0.17% | – |
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% |