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 | $696,243 | -6.6% | 10,966 | -2.4% | 0.29% | -7.7% |
| Q2 2023 | $745,298 | +2.5% | 11,235 | -1.7% | 0.31% | +0.6% |
| Q1 2023 | $726,951 | +10.6% | 11,432 | +3.9% | 0.31% | +1.7% |
| Q4 2022 | $657,207 | +2.8% | 10,999 | -4.5% | 0.30% | -5.9% |
| Q3 2022 | $639,000 | -8.8% | 11,517 | -1.5% | 0.32% | -3.3% |
| Q2 2022 | $701,000 | -25.8% | 11,698 | -14.6% | 0.33% | -11.2% |
| Q1 2022 | $945,000 | -4.6% | 13,705 | +0.7% | 0.38% | 0.0% |
| Q4 2021 | $991,000 | +4.3% | 13,615 | +0.1% | 0.38% | -1.8% |
| Q3 2021 | $950,000 | -1.0% | 13,608 | +0.1% | 0.38% | -2.6% |
| Q2 2021 | $960,000 | +5.6% | 13,591 | +0.1% | 0.39% | -0.8% |
| Q1 2021 | $909,000 | +4.0% | 13,580 | -0.2% | 0.40% | -1.7% |
| Q4 2020 | $874,000 | +15.2% | 13,612 | -1.6% | 0.40% | -1.5% |
| Q3 2020 | $759,000 | +0.1% | 13,830 | 0.0% | 0.41% | +0.2% |
| Q2 2020 | $758,000 | +15.7% | 13,830 | +0.2% | 0.41% | +1.0% |
| Q1 2020 | $655,000 | -18.6% | 13,808 | -0.6% | 0.40% | -2.7% |
| Q4 2019 | $805,000 | +5.4% | 13,887 | -0.2% | 0.41% | -1.7% |
| Q3 2019 | $764,000 | -0.7% | 13,914 | -0.3% | 0.42% | -0.2% |
| Q2 2019 | $769,000 | +3.2% | 13,960 | +0.2% | 0.42% | +0.2% |
| Q1 2019 | $745,000 | +11.4% | 13,938 | +1.1% | 0.42% | +6.0% |
| Q4 2018 | $669,000 | -11.4% | 13,782 | -0.3% | 0.40% | -8.7% |
| Q3 2018 | $755,000 | +2.4% | 13,823 | +0.1% | 0.44% | -0.5% |
| Q2 2018 | $737,000 | -0.1% | 13,812 | +0.1% | 0.44% | -2.2% |
| Q1 2018 | $738,000 | -3.7% | 13,794 | -3.0% | 0.45% | -3.7% |
| Q4 2017 | $766,000 | -9.2% | 14,220 | -9.8% | 0.46% | -12.1% |
| Q3 2017 | $844,000 | +3.6% | 15,757 | +0.2% | 0.53% | -1.7% |
| Q2 2017 | $815,000 | +3.4% | 15,729 | -0.3% | 0.54% | -1.3% |
| Q1 2017 | $788,000 | -1.7% | 15,773 | -7.2% | 0.54% | -2.7% |
| Q4 2016 | $802,000 | -0.7% | 16,990 | -0.2% | 0.56% | 0.0% |
| Q3 2016 | $808,000 | +3.7% | 17,028 | +0.3% | 0.56% | +0.4% |
| Q2 2016 | $779,000 | +2.6% | 16,972 | +1.3% | 0.56% | +4.9% |
| Q1 2016 | $759,000 | +4.5% | 16,749 | +3.4% | 0.53% | +5.8% |
| Q4 2015 | $726,000 | +5.1% | 16,198 | +2.3% | 0.50% | -2.5% |
| Q3 2015 | $691,000 | -5.6% | 15,840 | +2.6% | 0.52% | -5.5% |
| Q2 2015 | $732,000 | +1.7% | 15,435 | +1.9% | 0.54% | +1.1% |
| Q1 2015 | $720,000 | -2.2% | 15,149 | -4.8% | 0.54% | -11.5% |
| Q4 2014 | $736,000 | +2.8% | 15,911 | +1.2% | 0.61% | +9.3% |
| Q3 2014 | $716,000 | -7.3% | 15,720 | -3.9% | 0.56% | -1.6% |
| Q2 2014 | $772,000 | +9.5% | 16,352 | +5.3% | 0.57% | +2.2% |
| Q1 2014 | $705,000 | +5.9% | 15,535 | +4.0% | 0.55% | -1.8% |
| Q4 2013 | $666,000 | +1.2% | 14,932 | -4.7% | 0.56% | +4.4% |
| Q3 2013 | $658,000 | +0.9% | 15,674 | -3.9% | 0.54% | -8.8% |
| Q2 2013 | $652,000 | – | 16,316 | – | 0.59% | – |
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% |