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 | $23,809 | -4.3% | 375 | 0.0% | 0.03% | -15.8% |
| Q2 2023 | $24,878 | +4.3% | 375 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $23,847 | +6.4% | 375 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $22,406 | +6.7% | 375 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $21,000 | -4.5% | 375 | 0.0% | 0.04% | +5.6% |
| Q2 2022 | $22,000 | -15.4% | 375 | 0.0% | 0.04% | -2.7% |
| Q1 2022 | $26,000 | +62.5% | 375 | +70.5% | 0.04% | +85.0% |
| Q4 2021 | $16,000 | +6.7% | 220 | 0.0% | 0.02% | +5.3% |
| Q3 2021 | $15,000 | -6.2% | 220 | 0.0% | 0.02% | -9.5% |
| Q2 2021 | $16,000 | +6.7% | 220 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $15,000 | -25.0% | 220 | -31.0% | 0.02% | -30.0% |
| Q4 2020 | $20,000 | +5.3% | 319 | 0.0% | 0.03% | -6.2% |
| Q3 2020 | $19,000 | -45.7% | 319 | -49.7% | 0.03% | -56.8% |
| Q2 2020 | $35,000 | – | 634 | – | 0.07% | – |
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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% |