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 | $1,735,484 | +1.7% | 27,334 | +6.3% | 0.02% | +7.1% |
| Q2 2023 | $1,705,909 | +17.8% | 25,715 | +12.9% | 0.01% | -6.7% |
| Q1 2023 | $1,448,420 | +28.9% | 22,777 | +21.1% | 0.02% | +25.0% |
| Q4 2022 | $1,123,484 | +57.4% | 18,803 | +46.0% | 0.01% | +33.3% |
| Q3 2022 | $714,000 | -18.6% | 12,876 | -12.1% | 0.01% | -25.0% |
| Q2 2022 | $877,000 | -10.2% | 14,644 | +3.4% | 0.01% | 0.0% |
| Q1 2022 | $977,000 | +8.3% | 14,164 | +14.4% | 0.01% | -7.7% |
| Q4 2021 | $902,000 | +1.8% | 12,382 | -2.4% | 0.01% | -13.3% |
| Q3 2021 | $886,000 | -0.7% | 12,691 | +0.5% | 0.02% | -6.2% |
| Q2 2021 | $892,000 | +31.2% | 12,626 | +24.3% | 0.02% | +14.3% |
| Q1 2021 | $680,000 | -17.4% | 10,154 | -20.9% | 0.01% | -36.4% |
| Q4 2020 | $823,000 | +200.4% | 12,831 | +171.6% | 0.02% | +175.0% |
| Q3 2020 | $274,000 | +5.8% | 4,725 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $259,000 | -1.5% | 4,725 | -14.9% | 0.01% | -11.1% |
| Q1 2020 | $263,000 | -18.3% | 5,550 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $322,000 | -0.3% | 5,550 | -5.5% | 0.01% | -8.3% |
| Q3 2019 | $323,000 | -6.9% | 5,874 | -6.6% | 0.01% | -14.3% |
| Q2 2019 | $347,000 | +1.8% | 6,288 | -1.4% | 0.01% | -6.7% |
| Q1 2019 | $341,000 | +8.9% | 6,377 | -0.9% | 0.02% | 0.0% |
| Q4 2018 | $313,000 | -28.2% | 6,438 | -19.4% | 0.02% | -25.0% |
| Q3 2018 | $436,000 | -1.1% | 7,984 | -3.2% | 0.02% | -4.8% |
| Q2 2018 | $441,000 | -58.1% | 8,250 | -58.1% | 0.02% | -74.1% |
| Q1 2018 | $1,052,000 | -15.5% | 19,671 | -14.9% | 0.08% | -16.5% |
| Q4 2017 | $1,245,000 | -3.9% | 23,108 | -4.4% | 0.10% | -9.3% |
| Q3 2017 | $1,295,000 | -5.3% | 24,179 | -8.4% | 0.11% | -11.6% |
| Q2 2017 | $1,367,000 | -14.8% | 26,397 | -17.9% | 0.12% | -19.9% |
| Q1 2017 | $1,605,000 | -91.5% | 32,135 | -92.0% | 0.15% | -92.1% |
| Q4 2016 | $18,882,000 | +7.4% | 399,871 | +8.0% | 1.91% | +3.5% |
| Q3 2016 | $17,583,000 | +17.7% | 370,325 | +13.7% | 1.85% | +10.5% |
| Q2 2016 | $14,936,000 | +81.5% | 325,625 | +79.3% | 1.67% | +62.5% |
| Q1 2016 | $8,231,000 | +110.5% | 181,658 | +108.3% | 1.03% | +45.7% |
| Q4 2015 | $3,910,000 | +56.3% | 87,190 | +52.0% | 0.71% | -20.6% |
| Q3 2015 | $2,502,000 | +48.4% | 57,345 | +61.3% | 0.89% | +47.8% |
| Q2 2015 | $1,686,000 | +30.5% | 35,543 | +30.6% | 0.60% | +25.4% |
| Q1 2015 | $1,292,000 | +65.6% | 27,208 | +61.5% | 0.48% | +62.7% |
| Q4 2014 | $780,000 | +31.5% | 16,852 | +29.5% | 0.30% | +27.7% |
| Q3 2014 | $593,000 | +151.3% | 13,018 | +160.3% | 0.23% | +117.9% |
| Q2 2014 | $236,000 | – | 5,002 | – | 0.11% | – |
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% |