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 | $449,865 | -4.0% | 7,086 | +0.3% | 0.04% | 0.0% |
| Q2 2023 | $468,781 | +7.4% | 7,066 | +2.9% | 0.04% | +2.4% |
| Q1 2023 | $436,496 | +6.3% | 6,864 | -0.1% | 0.04% | +2.5% |
| Q4 2022 | $410,675 | +8.4% | 6,873 | +0.5% | 0.04% | -4.8% |
| Q3 2022 | $379,000 | -6.4% | 6,836 | +1.0% | 0.04% | -2.3% |
| Q2 2022 | $405,000 | -10.8% | 6,771 | +2.8% | 0.04% | 0.0% |
| Q1 2022 | $454,000 | -5.4% | 6,586 | 0.0% | 0.04% | -4.4% |
| Q4 2021 | $480,000 | +0.4% | 6,586 | -3.8% | 0.04% | -8.2% |
| Q3 2021 | $478,000 | -10.8% | 6,845 | -9.7% | 0.05% | -38.8% |
| Q2 2021 | $536,000 | +58.1% | 7,582 | +49.7% | 0.08% | +15.9% |
| Q1 2021 | $339,000 | +4.6% | 5,066 | +0.4% | 0.07% | +1.5% |
| Q4 2020 | $324,000 | +11.0% | 5,048 | +0.3% | 0.07% | -1.4% |
| Q3 2020 | $292,000 | +8.6% | 5,035 | +2.6% | 0.07% | -1.4% |
| Q2 2020 | $269,000 | +21.2% | 4,907 | +5.0% | 0.07% | +4.5% |
| Q1 2020 | $222,000 | -18.1% | 4,674 | 0.0% | 0.07% | 0.0% |
| Q4 2019 | $271,000 | -44.2% | 4,674 | -47.2% | 0.07% | -46.0% |
| Q3 2019 | $486,000 | 0.0% | 8,855 | +0.5% | 0.12% | +0.8% |
| Q2 2019 | $486,000 | +4.3% | 8,813 | +1.3% | 0.12% | +0.8% |
| Q1 2019 | $466,000 | +10.7% | 8,700 | +0.3% | 0.12% | +8.0% |
| Q4 2018 | $421,000 | -0.7% | 8,670 | +11.7% | 0.11% | +3.7% |
| Q3 2018 | $424,000 | +2.7% | 7,761 | +0.4% | 0.11% | 0.0% |
| Q2 2018 | $413,000 | +5.6% | 7,729 | +5.7% | 0.11% | +5.8% |
| Q1 2018 | $391,000 | +1.0% | 7,314 | +1.8% | 0.10% | +8.4% |
| Q4 2017 | $387,000 | +0.8% | 7,182 | +0.1% | 0.10% | -4.0% |
| Q3 2017 | $384,000 | +3.5% | 7,172 | +0.0% | 0.10% | -2.9% |
| Q2 2017 | $371,000 | +13.8% | 7,169 | +3.8% | 0.10% | +15.9% |
| Q1 2017 | $326,000 | 0.0% | 6,905 | 0.0% | 0.09% | 0.0% |
| Q4 2016 | $326,000 | -1.5% | 6,905 | -1.1% | 0.09% | -7.4% |
| Q3 2016 | $331,000 | -18.9% | 6,982 | -21.6% | 0.10% | -15.9% |
| Q2 2016 | $408,000 | +29.9% | 8,902 | +28.3% | 0.11% | +21.5% |
| Q1 2016 | $314,000 | +2.6% | 6,940 | +1.7% | 0.09% | +5.7% |
| Q4 2015 | $306,000 | – | 6,826 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
| Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
| Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
| Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
| Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
| Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
| LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
| MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |