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 | $734,151 | -3.6% | 11,563 | +0.7% | 0.05% | 0.0% |
| Q2 2023 | $761,821 | +2.4% | 11,484 | -1.8% | 0.05% | -3.8% |
| Q1 2023 | $743,801 | +5.0% | 11,697 | -1.3% | 0.05% | -27.8% |
| Q4 2022 | $708,228 | +6.0% | 11,853 | -1.6% | 0.07% | +24.1% |
| Q3 2022 | $668,000 | -8.2% | 12,045 | -0.8% | 0.06% | -4.9% |
| Q2 2022 | $728,000 | -18.9% | 12,147 | -6.8% | 0.06% | -11.6% |
| Q1 2022 | $898,000 | -27.2% | 13,029 | -23.1% | 0.07% | -20.7% |
| Q4 2021 | $1,233,000 | +3.4% | 16,937 | -0.8% | 0.09% | -23.7% |
| Q3 2021 | $1,192,000 | -3.3% | 17,080 | -2.1% | 0.11% | -25.5% |
| Q2 2021 | $1,233,000 | +2.2% | 17,454 | -3.2% | 0.15% | -7.8% |
| Q1 2021 | $1,207,000 | -10.9% | 18,033 | -14.5% | 0.17% | -19.8% |
| Q4 2020 | $1,354,000 | +10.0% | 21,102 | -0.6% | 0.21% | -8.4% |
| Q3 2020 | $1,231,000 | +2.9% | 21,228 | -2.6% | 0.23% | +2.3% |
| Q2 2020 | $1,196,000 | +15.7% | 21,801 | +0.0% | 0.22% | +2.3% |
| Q1 2020 | $1,034,000 | -19.7% | 21,793 | -1.8% | 0.22% | -3.6% |
| Q4 2019 | $1,288,000 | +8.1% | 22,200 | +2.4% | 0.22% | +2.8% |
| Q3 2019 | $1,191,000 | +3.8% | 21,690 | +4.3% | 0.22% | +9.0% |
| Q2 2019 | $1,147,000 | +3.2% | 20,797 | +0.2% | 0.20% | +3.1% |
| Q1 2019 | $1,111,000 | +9.7% | 20,760 | -0.5% | 0.19% | +2.6% |
| Q4 2018 | $1,013,000 | -7.4% | 20,863 | +4.1% | 0.19% | +1.1% |
| Q3 2018 | $1,094,000 | +5.5% | 20,033 | +3.1% | 0.19% | +6.2% |
| Q2 2018 | $1,037,000 | -3.1% | 19,428 | -2.8% | 0.18% | -2.2% |
| Q1 2018 | $1,070,000 | -2.4% | 19,997 | -1.7% | 0.18% | -1.6% |
| Q4 2017 | $1,096,000 | -1.9% | 20,334 | -2.5% | 0.18% | -4.7% |
| Q3 2017 | $1,117,000 | +4.5% | 20,847 | +1.0% | 0.19% | +22.3% |
| Q2 2017 | $1,069,000 | +2.3% | 20,650 | -1.3% | 0.16% | +7.5% |
| Q1 2017 | $1,045,000 | +1.3% | 20,926 | -4.3% | 0.15% | -1.4% |
| Q4 2016 | $1,032,000 | -2.7% | 21,866 | -2.2% | 0.15% | -5.1% |
| Q3 2016 | $1,061,000 | +6.4% | 22,355 | +2.9% | 0.16% | -1.3% |
| Q2 2016 | $997,000 | -2.4% | 21,732 | -3.6% | 0.16% | -14.1% |
| Q1 2016 | $1,021,000 | -0.4% | 22,540 | -1.4% | 0.18% | -17.9% |
| Q4 2015 | $1,025,000 | +2.1% | 22,850 | -0.7% | 0.22% | 0.0% |
| Q3 2015 | $1,004,000 | -5.9% | 23,020 | +2.3% | 0.22% | +0.4% |
| Q2 2015 | $1,067,000 | +3.1% | 22,505 | +3.3% | 0.22% | +1.4% |
| Q1 2015 | $1,035,000 | +7.6% | 21,784 | +4.8% | 0.22% | 0.0% |
| Q4 2014 | $962,000 | +1.5% | 20,788 | -0.0% | 0.22% | +0.5% |
| Q3 2014 | $948,000 | -8.9% | 20,795 | -5.7% | 0.22% | -7.6% |
| Q2 2014 | $1,041,000 | -0.3% | 22,058 | -4.1% | 0.24% | -6.0% |
| Q1 2014 | $1,044,000 | -3.7% | 23,007 | -5.4% | 0.25% | -3.8% |
| Q4 2013 | $1,084,000 | +9.7% | 24,310 | +3.3% | 0.26% | +3.6% |
| Q3 2013 | $988,000 | +10.9% | 23,525 | +5.5% | 0.25% | +1.6% |
| Q2 2013 | $891,000 | – | 22,300 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
| MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
| Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
| PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
| Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
| LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
| Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
| Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
| Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |