ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $709,027 | -4.1% | 11,205 | +2.0% | 0.09% | -1.1% |
| Q2 2023 | $739,646 | +4.1% | 10,987 | -2.1% | 0.09% | -4.1% |
| Q1 2023 | $710,662 | +1.9% | 11,225 | +2.5% | 0.10% | +1.0% |
| Q4 2022 | $697,593 | +9.0% | 10,948 | -3.1% | 0.10% | -1.0% |
| Q3 2022 | $640,000 | -18.9% | 11,293 | -12.3% | 0.10% | -14.2% |
| Q2 2022 | $789,000 | -39.8% | 12,875 | -34.2% | 0.11% | -39.2% |
| Q1 2022 | $1,311,000 | -4.9% | 19,575 | +3.4% | 0.19% | +2.2% |
| Q4 2021 | $1,379,000 | +0.1% | 18,931 | -1.8% | 0.18% | -11.7% |
| Q3 2021 | $1,378,000 | +0.6% | 19,270 | -1.6% | 0.21% | -1.4% |
| Q2 2021 | $1,370,000 | +3.1% | 19,583 | +0.1% | 0.21% | -0.9% |
| Q1 2021 | $1,329,000 | -0.4% | 19,563 | -6.0% | 0.21% | -7.9% |
| Q4 2020 | $1,335,000 | +16.6% | 20,804 | -0.3% | 0.23% | -7.3% |
| Q2 2020 | $1,145,000 | +9.0% | 20,868 | -5.7% | 0.25% | -22.8% |
| Q1 2020 | $1,050,000 | -16.8% | 22,123 | +1.7% | 0.32% | -16.0% |
| Q4 2019 | $1,262,000 | +10.8% | 21,758 | +4.9% | 0.38% | +2.1% |
| Q3 2019 | $1,139,000 | -1.2% | 20,744 | -29.8% | 0.37% | -3.6% |
| Q2 2019 | $1,153,000 | +8.1% | 29,557 | +48.3% | 0.39% | +2.7% |
| Q1 2019 | $1,067,000 | +46.4% | 19,935 | +49.3% | 0.38% | +43.9% |
| Q4 2018 | $729,000 | 0.0% | 13,353 | 0.0% | 0.26% | 0.0% |
| Q3 2018 | $729,000 | +6.1% | 13,353 | +3.8% | 0.26% | +1.2% |
| Q2 2018 | $687,000 | +13.9% | 12,866 | +14.1% | 0.26% | +13.6% |
| Q1 2018 | $603,000 | +76.3% | 11,279 | +310.0% | 0.23% | +82.4% |
| Q4 2017 | $342,000 | +14.4% | 2,751 | -50.7% | 0.12% | +7.8% |
| Q3 2017 | $299,000 | -2.9% | 5,581 | -6.2% | 0.12% | -6.5% |
| Q2 2017 | $308,000 | +9.2% | 5,952 | +5.5% | 0.12% | +6.9% |
| Q1 2017 | $282,000 | +9.7% | 5,641 | +3.5% | 0.12% | +3.6% |
| Q4 2016 | $257,000 | +5.8% | 5,451 | +6.3% | 0.11% | +3.7% |
| Q3 2016 | $243,000 | +5.7% | 5,127 | +2.3% | 0.11% | +4.9% |
| Q2 2016 | $230,000 | +1.8% | 5,011 | +0.6% | 0.10% | -1.0% |
| Q1 2016 | $226,000 | – | 4,980 | – | 0.10% | – |
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% |