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 | $743,000 | +4.2% | 11,658 | +9.3% | 0.00% | 0.0% |
| Q2 2023 | $713,000 | +39.3% | 10,669 | +32.5% | 0.00% | 0.0% |
| Q1 2023 | $512,000 | -11.7% | 8,054 | -17.4% | 0.00% | 0.0% |
| Q4 2022 | $580,000 | +30.6% | 9,747 | +21.6% | 0.00% | 0.0% |
| Q3 2022 | $444,000 | -27.0% | 8,013 | -21.3% | 0.00% | -50.0% |
| Q2 2022 | $608,000 | +12.4% | 10,186 | +30.2% | 0.00% | +100.0% |
| Q1 2022 | $541,000 | +1.1% | 7,822 | +6.4% | 0.00% | 0.0% |
| Q4 2021 | $535,000 | +50.7% | 7,354 | +43.6% | 0.00% | 0.0% |
| Q3 2021 | $355,000 | -3.0% | 5,120 | -2.2% | 0.00% | 0.0% |
| Q2 2021 | $366,000 | -23.3% | 5,233 | -26.2% | 0.00% | -50.0% |
| Q1 2021 | $477,000 | +42.0% | 7,086 | +36.2% | 0.00% | +100.0% |
| Q4 2020 | $336,000 | +44.8% | 5,202 | +32.2% | 0.00% | 0.0% |
| Q3 2020 | $232,000 | +0.4% | 3,934 | -4.2% | 0.00% | 0.0% |
| Q2 2020 | $231,000 | +4.5% | 4,108 | -12.1% | 0.00% | 0.0% |
| Q1 2020 | $221,000 | -10.5% | 4,676 | +9.9% | 0.00% | 0.0% |
| Q4 2019 | $247,000 | +7.9% | 4,256 | +2.8% | 0.00% | 0.0% |
| Q3 2019 | $229,000 | +0.9% | 4,139 | +1.1% | 0.00% | 0.0% |
| Q2 2019 | $227,000 | -42.8% | 4,092 | -44.8% | 0.00% | -66.7% |
| Q1 2019 | $397,000 | +2.6% | 7,411 | -6.9% | 0.00% | 0.0% |
| Q4 2018 | $387,000 | -16.1% | 7,956 | -5.0% | 0.00% | 0.0% |
| Q3 2018 | $461,000 | +14.1% | 8,378 | +10.8% | 0.00% | 0.0% |
| Q2 2018 | $404,000 | +20.2% | 7,560 | +20.5% | 0.00% | 0.0% |
| Q1 2018 | $336,000 | -0.3% | 6,273 | +0.5% | 0.00% | 0.0% |
| Q4 2017 | $337,000 | +10.5% | 6,243 | +9.9% | 0.00% | 0.0% |
| Q3 2017 | $305,000 | -19.5% | 5,679 | -22.8% | 0.00% | 0.0% |
| Q2 2017 | $379,000 | – | 7,354 | – | 0.00% | – |
Download | ||||||
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% |