ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 38 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,512,148 | -11.5% | 23,817 | -7.6% | 0.12% | -11.5% |
| Q2 2023 | $1,709,134 | +2.3% | 25,763 | -1.9% | 0.13% | +5.7% |
| Q1 2023 | $1,670,162 | +0.1% | 26,265 | -2.1% | 0.12% | -0.8% |
| Q4 2022 | $1,668,470 | +19.8% | 26,842 | +7.1% | 0.12% | +6.9% |
| Q3 2022 | $1,393,000 | -6.9% | 25,061 | +0.3% | 0.12% | -3.3% |
| Q2 2022 | $1,496,000 | -2.0% | 24,974 | +11.4% | 0.12% | +17.6% |
| Q1 2022 | $1,526,000 | -7.6% | 22,418 | -1.2% | 0.10% | +7.4% |
| Q4 2021 | $1,652,000 | +2.3% | 22,690 | -1.2% | 0.10% | -2.1% |
| Q3 2021 | $1,615,000 | +1.4% | 22,968 | +2.1% | 0.10% | +2.1% |
| Q2 2021 | $1,593,000 | +1.3% | 22,487 | -2.0% | 0.10% | -5.9% |
| Q1 2021 | $1,573,000 | -2.8% | 22,942 | -7.0% | 0.10% | -16.5% |
| Q4 2020 | $1,619,000 | +7.9% | 24,657 | -3.7% | 0.12% | -14.2% |
| Q3 2020 | $1,501,000 | -43.6% | 25,595 | -47.1% | 0.14% | -32.9% |
| Q2 2020 | $2,661,000 | +18.0% | 48,385 | +1.8% | 0.21% | -14.3% |
| Q1 2020 | $2,256,000 | -20.1% | 47,533 | -0.6% | 0.24% | +30.3% |
| Q4 2019 | $2,824,000 | +8.1% | 47,826 | -2.0% | 0.19% | -11.7% |
| Q3 2019 | $2,612,000 | -0.6% | 48,807 | +3.0% | 0.21% | +7.0% |
| Q2 2019 | $2,627,000 | +5.2% | 47,381 | +2.5% | 0.20% | +6.4% |
| Q1 2019 | $2,496,000 | +16.0% | 46,216 | +4.3% | 0.19% | -7.4% |
| Q4 2018 | $2,151,000 | -12.2% | 44,303 | -1.3% | 0.20% | +19.5% |
| Q3 2018 | $2,451,000 | -4.0% | 44,873 | -5.9% | 0.17% | -21.8% |
| Q2 2018 | $2,552,000 | -0.4% | 47,709 | -0.4% | 0.22% | +3.3% |
| Q1 2018 | $2,562,000 | -1.9% | 47,889 | -1.2% | 0.21% | -2.3% |
| Q4 2017 | $2,611,000 | +1.8% | 48,465 | +1.2% | 0.21% | -5.3% |
| Q3 2017 | $2,566,000 | +24.2% | 47,897 | +20.1% | 0.23% | -3.8% |
| Q2 2017 | $2,066,000 | -0.7% | 39,893 | -4.3% | 0.24% | +3.5% |
| Q1 2017 | $2,081,000 | +11.3% | 41,673 | +5.2% | 0.23% | +4.6% |
| Q4 2016 | $1,870,000 | +4.8% | 39,595 | +5.3% | 0.22% | +1.9% |
| Q3 2016 | $1,785,000 | +10.5% | 37,590 | +6.7% | 0.21% | -15.1% |
| Q2 2016 | $1,616,000 | +17.7% | 35,236 | +16.2% | 0.25% | +16.7% |
| Q1 2016 | $1,373,000 | +27.1% | 30,311 | +25.8% | 0.22% | +23.6% |
| Q4 2015 | $1,080,000 | +29.5% | 24,088 | +26.1% | 0.17% | +1.8% |
| Q3 2015 | $834,000 | -2.3% | 19,107 | +6.1% | 0.17% | +0.6% |
| Q2 2015 | $854,000 | +302.8% | 18,013 | +303.7% | 0.17% | +335.9% |
| Q1 2015 | $212,000 | +211.8% | 4,462 | +197.9% | 0.04% | +143.8% |
| Q1 2014 | $68,000 | +15.3% | 1,498 | +13.7% | 0.02% | +6.7% |
| Q4 2013 | $59,000 | -99.6% | 1,318 | +284.3% | 0.02% | +275.0% |
| Q3 2013 | $14,403,000 | +5.1% | 343 | 0.0% | 0.00% | -33.3% |
| Q2 2013 | $13,710,000 | – | 343 | – | 0.01% | – |
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% |