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 | $305,958 | -20.0% | 4,819 | -16.4% | 0.02% | -9.5% |
| Q2 2023 | $382,583 | -13.4% | 5,767 | -17.0% | 0.02% | -12.5% |
| Q1 2023 | $441,823 | -82.8% | 6,948 | -83.8% | 0.02% | -83.3% |
| Q4 2022 | $2,562,096 | +11.1% | 42,880 | +3.1% | 0.14% | -7.7% |
| Q3 2022 | $2,307,000 | -1.2% | 41,606 | +6.7% | 0.16% | -7.7% |
| Q2 2022 | $2,334,000 | -7.8% | 38,976 | +6.2% | 0.17% | -8.6% |
| Q1 2022 | $2,531,000 | -1.3% | 36,706 | +4.2% | 0.18% | +5.1% |
| Q4 2021 | $2,564,000 | +6.1% | 35,215 | +1.7% | 0.18% | -11.1% |
| Q3 2021 | $2,417,000 | -6.7% | 34,637 | -5.5% | 0.20% | -5.7% |
| Q2 2021 | $2,591,000 | +11.3% | 36,670 | +5.4% | 0.21% | -6.2% |
| Q1 2021 | $2,328,000 | +12.2% | 34,793 | +7.6% | 0.22% | +10.3% |
| Q4 2020 | $2,075,000 | +16.6% | 32,338 | +5.4% | 0.20% | -10.6% |
| Q3 2020 | $1,780,000 | +7.4% | 30,682 | +1.6% | 0.23% | -1.7% |
| Q2 2020 | $1,658,000 | +20.9% | 30,203 | +4.5% | 0.23% | +19.1% |
| Q1 2020 | $1,371,000 | -55.1% | 28,889 | -45.1% | 0.19% | -47.6% |
| Q4 2019 | $3,051,000 | +10.0% | 52,587 | +4.2% | 0.37% | -0.8% |
| Q3 2019 | $2,773,000 | +6.9% | 50,487 | +7.4% | 0.37% | +2.2% |
| Q2 2019 | $2,593,000 | +7.3% | 47,012 | +4.1% | 0.36% | +0.8% |
| Q1 2019 | $2,417,000 | +18.9% | 45,162 | +7.9% | 0.36% | +13.1% |
| Q4 2018 | $2,032,000 | -5.0% | 41,846 | +6.8% | 0.32% | -3.3% |
| Q3 2018 | $2,140,000 | -9.0% | 39,170 | -11.1% | 0.33% | -17.5% |
| Q2 2018 | $2,352,000 | +6.7% | 44,044 | +6.9% | 0.40% | 0.0% |
| Q1 2018 | $2,205,000 | +6.7% | 41,212 | +7.5% | 0.40% | +2.6% |
| Q4 2017 | $2,066,000 | +0.3% | 38,350 | -0.2% | 0.39% | -7.3% |
| Q3 2017 | $2,059,000 | +11.2% | 38,432 | +7.5% | 0.42% | +2.7% |
| Q2 2017 | $1,851,000 | +5.5% | 35,735 | +1.7% | 0.41% | -5.7% |
| Q1 2017 | $1,755,000 | +12.9% | 35,141 | +6.8% | 0.44% | +15.6% |
| Q4 2016 | $1,554,000 | -0.4% | 32,907 | +0.1% | 0.38% | -7.1% |
| Q3 2016 | $1,561,000 | +11.1% | 32,883 | +7.3% | 0.41% | +6.6% |
| Q2 2016 | $1,405,000 | +6.4% | 30,637 | +5.1% | 0.38% | +1.6% |
| Q1 2016 | $1,321,000 | +5.8% | 29,149 | +4.6% | 0.38% | +2.5% |
| Q4 2015 | $1,249,000 | +8.4% | 27,855 | +5.5% | 0.37% | -2.4% |
| Q3 2015 | $1,152,000 | -7.2% | 26,392 | +0.9% | 0.38% | -5.8% |
| Q2 2015 | $1,241,000 | +4.5% | 26,166 | +4.6% | 0.40% | +4.2% |
| Q1 2015 | $1,188,000 | +12.6% | 25,010 | +9.7% | 0.38% | +16.1% |
| Q4 2014 | $1,055,000 | +12.8% | 22,806 | +11.1% | 0.33% | +4.1% |
| Q3 2014 | $935,000 | -0.3% | 20,519 | +3.2% | 0.32% | -1.2% |
| Q2 2014 | $938,000 | +14.3% | 19,883 | +9.9% | 0.32% | +4.9% |
| Q1 2014 | $821,000 | +21.8% | 18,097 | +19.8% | 0.30% | +17.8% |
| Q4 2013 | $674,000 | +12.1% | 15,109 | +5.6% | 0.26% | -7.5% |
| Q3 2013 | $601,000 | -6.7% | 14,312 | -11.2% | 0.28% | -21.1% |
| Q2 2013 | $644,000 | – | 16,123 | – | 0.36% | – |
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% |