ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 139 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,859,244 | +33.4% | 29,238 | +25.3% | 0.00% | – |
| Q4 2022 | $1,393,908 | +103.8% | 23,329 | +89.1% | 0.00% | – |
| Q3 2022 | $684,000 | -73.7% | 12,337 | -66.9% | 0.00% | -100.0% |
| Q3 2021 | $2,602,000 | +303.4% | 37,278 | +308.4% | 0.00% | – |
| Q2 2021 | $645,000 | -71.5% | 9,127 | -73.1% | 0.00% | -100.0% |
| Q1 2021 | $2,267,000 | -7.1% | 33,871 | -19.5% | 0.00% | 0.0% |
| Q3 2020 | $2,439,000 | +63.4% | 42,051 | +54.6% | 0.00% | 0.0% |
| Q2 2020 | $1,493,000 | +22.3% | 27,207 | +5.7% | 0.00% | 0.0% |
| Q1 2020 | $1,221,000 | -44.0% | 25,733 | -31.6% | 0.00% | 0.0% |
| Q4 2019 | $2,181,000 | +186.6% | 37,600 | +171.2% | 0.00% | – |
| Q3 2019 | $761,000 | -30.8% | 13,864 | -31.1% | 0.00% | – |
| Q3 2018 | $1,099,000 | -44.8% | 20,110 | -46.0% | 0.00% | -100.0% |
| Q1 2018 | $1,991,000 | +206.3% | 37,217 | +196.7% | 0.00% | 0.0% |
| Q2 2017 | $650,000 | -9.7% | 12,545 | -13.0% | 0.00% | 0.0% |
| Q1 2017 | $720,000 | -49.0% | 14,413 | -51.8% | 0.00% | 0.0% |
| Q4 2016 | $1,413,000 | +431.2% | 29,923 | +415.6% | 0.00% | – |
| Q2 2016 | $266,000 | -32.5% | 5,804 | -35.7% | 0.00% | – |
| Q3 2015 | $394,000 | – | 9,022 | – | 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% |