ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $770,618 | +15.9% | 11,160 | +6.6% | 0.03% | +4.0% |
| Q3 2023 | $664,730 | -10.7% | 10,469 | -6.7% | 0.02% | -7.4% |
| Q2 2023 | $744,196 | +5.6% | 11,217 | +1.2% | 0.03% | 0.0% |
| Q1 2023 | $704,612 | +111565.9% | 11,080 | +4.9% | 0.03% | +3.8% |
| Q4 2022 | $631 | -99.9% | 10,565 | +7.9% | 0.03% | +4.0% |
| Q3 2022 | $543,000 | -5.1% | 9,791 | +2.5% | 0.02% | +4.2% |
| Q2 2022 | $572,000 | -4.7% | 9,556 | +9.8% | 0.02% | +14.3% |
| Q1 2022 | $600,000 | +10.5% | 8,700 | +16.7% | 0.02% | +16.7% |
| Q4 2021 | $543,000 | +15.0% | 7,453 | +10.3% | 0.02% | +5.9% |
| Q3 2021 | $472,000 | +9.0% | 6,759 | +10.2% | 0.02% | +6.2% |
| Q2 2021 | $433,000 | +4.8% | 6,131 | -0.6% | 0.02% | 0.0% |
| Q1 2021 | $413,000 | +20.1% | 6,170 | +15.2% | 0.02% | +14.3% |
| Q4 2020 | $344,000 | +14.7% | 5,358 | +3.5% | 0.01% | 0.0% |
| Q3 2020 | $300,000 | +6.0% | 5,177 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $283,000 | +31.0% | 5,154 | +13.5% | 0.01% | +7.7% |
| Q1 2020 | $216,000 | -6.9% | 4,541 | +13.3% | 0.01% | +30.0% |
| Q4 2019 | $232,000 | – | 4,008 | – | 0.01% | – |
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% |