ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 92 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,473,739 | -1.3% | 54,713 | +3.1% | 0.46% | +2.2% |
| Q2 2023 | $3,520,929 | +8.9% | 53,074 | +4.4% | 0.45% | +3.7% |
| Q1 2023 | $3,233,106 | +3.2% | 50,843 | -3.0% | 0.43% | -8.5% |
| Q4 2022 | $3,132,035 | +4.3% | 52,419 | -3.2% | 0.47% | -8.9% |
| Q3 2022 | $3,002,000 | -8.8% | 54,140 | -1.5% | 0.52% | -4.3% |
| Q2 2022 | $3,293,000 | -18.7% | 54,988 | -6.3% | 0.54% | -24.4% |
| Q1 2022 | $4,048,000 | -1.2% | 58,715 | +4.3% | 0.71% | -2.9% |
| Q4 2021 | $4,097,000 | +6.4% | 56,268 | +2.0% | 0.74% | -8.5% |
| Q3 2021 | $3,852,000 | -1.4% | 55,183 | -0.3% | 0.80% | -7.0% |
| Q2 2021 | $3,908,000 | +13.7% | 55,322 | +7.8% | 0.86% | -0.2% |
| Q1 2021 | $3,436,000 | +46.1% | 51,342 | +26.6% | 0.86% | +2.1% |
| Q3 2020 | $2,352,000 | +23.4% | 40,552 | +1.0% | 0.85% | -8.6% |
| Q1 2020 | $1,906,000 | -5.2% | 40,152 | +15.8% | 0.93% | +16.5% |
| Q4 2019 | $2,011,000 | +17.1% | 34,676 | +14.2% | 0.80% | +12.1% |
| Q3 2019 | $1,717,000 | +5.4% | 30,359 | +3.1% | 0.71% | +0.3% |
| Q2 2019 | $1,629,000 | +18.2% | 29,436 | +14.3% | 0.71% | +11.1% |
| Q1 2019 | $1,378,000 | +12.3% | 25,750 | +1.9% | 0.64% | +3.9% |
| Q4 2018 | $1,227,000 | +10.8% | 25,264 | +18.1% | 0.61% | +24.1% |
| Q3 2018 | $1,107,000 | +3.2% | 21,401 | +6.5% | 0.49% | +4.4% |
| Q2 2018 | $1,073,000 | +2.8% | 20,100 | +3.0% | 0.47% | +8.5% |
| Q1 2018 | $1,044,000 | +5.1% | 19,521 | +5.9% | 0.44% | +32.1% |
| Q4 2017 | $993,000 | +5.9% | 18,426 | +5.2% | 0.33% | +1.9% |
| Q3 2017 | $938,000 | +3.5% | 17,510 | +0.1% | 0.32% | +1.6% |
| Q2 2017 | $906,000 | +10.0% | 17,493 | +6.0% | 0.32% | +5.6% |
| Q1 2017 | $824,000 | +24.3% | 16,501 | +17.6% | 0.30% | +59.8% |
| Q4 2016 | $663,000 | – | 14,037 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
| MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
| Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
| PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
| Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
| LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
| Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
| Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
| Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |