ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 140 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,060 | -50.0% | 5,923 | -47.8% | 0.01% | -50.0% |
| Q2 2023 | $752,421 | -7.0% | 11,342 | -10.9% | 0.02% | -9.1% |
| Q1 2023 | $809,397 | -57.2% | 12,728 | -59.8% | 0.02% | -62.1% |
| Q4 2022 | $1,889,671 | +155.0% | 31,626 | +136.6% | 0.06% | +123.1% |
| Q3 2022 | $741,000 | +751.7% | 13,365 | +986.6% | 0.03% | +766.7% |
| Q2 2021 | $87,000 | -9.4% | 1,230 | -17.8% | 0.00% | -25.0% |
| Q4 2020 | $96,000 | +14.3% | 1,497 | +4.0% | 0.00% | 0.0% |
| Q3 2020 | $84,000 | +47.4% | 1,440 | +20.8% | 0.00% | 0.0% |
| Q1 2020 | $57,000 | -45.7% | 1,192 | -34.1% | 0.00% | -33.3% |
| Q4 2019 | $105,000 | +25.0% | 1,809 | +18.5% | 0.01% | +20.0% |
| Q3 2019 | $84,000 | 0.0% | 1,526 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $84,000 | +29.2% | 1,526 | +25.7% | 0.01% | 0.0% |
| Q1 2019 | $65,000 | +225.0% | 1,214 | +189.0% | 0.01% | +150.0% |
| Q4 2018 | $20,000 | +25.0% | 420 | +43.3% | 0.00% | +100.0% |
| Q3 2018 | $16,000 | +14.3% | 293 | +14.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | +7.7% | 257 | +8.0% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | +333.3% | 238 | +271.9% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 64 | +33.3% | 0.00% | – |
| Q3 2017 | $3,000 | +50.0% | 48 | +29.7% | 0.00% | – |
| Q2 2017 | $2,000 | +100.0% | 37 | +184.6% | 0.00% | – |
| Q1 2017 | $1,000 | -88.9% | 13 | -93.7% | 0.00% | -100.0% |
| Q1 2016 | $9,000 | +350.0% | 205 | +279.6% | 0.00% | +100.0% |
| Q4 2013 | $2,000 | – | 54 | – | 0.00% | – |
Download | ||||||
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% |