ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 219 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,466,965 | +3.9% | 23,509 | +8.2% | 0.03% | +14.3% |
| Q2 2023 | $1,411,938 | +6.9% | 21,719 | +5.3% | 0.03% | +7.7% |
| Q1 2023 | $1,320,718 | +12.8% | 20,630 | +7.9% | 0.03% | +8.3% |
| Q4 2022 | $1,171,129 | +24.1% | 19,111 | +11.6% | 0.02% | +9.1% |
| Q3 2022 | $944,000 | -4.0% | 17,125 | +4.7% | 0.02% | 0.0% |
| Q2 2022 | $983,000 | -8.7% | 16,357 | +2.0% | 0.02% | +4.8% |
| Q1 2022 | $1,077,000 | -15.7% | 16,033 | -9.8% | 0.02% | -4.5% |
| Q4 2021 | $1,278,000 | +14.8% | 17,766 | +12.2% | 0.02% | +10.0% |
| Q3 2021 | $1,113,000 | +7.1% | 15,837 | +7.9% | 0.02% | +5.3% |
| Q2 2021 | $1,039,000 | +0.5% | 14,672 | -5.1% | 0.02% | -52.5% |
| Q1 2021 | $1,034,000 | -11.5% | 15,453 | -15.1% | 0.04% | -13.0% |
| Q4 2020 | $1,168,000 | +23.2% | 18,194 | +11.3% | 0.05% | +4.5% |
| Q3 2020 | $948,000 | +3.6% | 16,351 | -1.9% | 0.04% | -22.8% |
| Q2 2020 | $915,000 | +17.9% | 16,670 | +2.0% | 0.06% | +26.7% |
| Q1 2020 | $776,000 | +9.3% | 16,344 | +33.6% | 0.04% | +25.0% |
| Q4 2019 | $710,000 | +14.1% | 12,237 | +8.1% | 0.04% | +5.9% |
| Q3 2019 | $622,000 | +1.8% | 11,324 | +2.1% | 0.03% | -2.9% |
| Q2 2019 | $611,000 | -26.4% | 11,086 | -28.5% | 0.04% | -35.2% |
| Q1 2019 | $830,000 | +12.2% | 15,514 | +1.8% | 0.05% | -3.6% |
| Q4 2018 | $740,000 | -37.7% | 15,238 | -29.9% | 0.06% | -37.8% |
| Q3 2018 | $1,187,000 | -56.3% | 21,732 | -57.3% | 0.09% | -62.0% |
| Q2 2018 | $2,717,000 | +155.1% | 50,871 | +155.5% | 0.24% | +144.3% |
| Q1 2018 | $1,065,000 | -19.1% | 19,914 | -18.5% | 0.10% | -17.8% |
| Q4 2017 | $1,317,000 | +196.6% | 24,443 | +195.0% | 0.12% | +195.0% |
| Q3 2017 | $444,000 | +8.0% | 8,287 | +4.5% | 0.04% | +2.6% |
| Q2 2017 | $411,000 | +36.1% | 7,931 | +31.0% | 0.04% | +25.8% |
| Q1 2017 | $302,000 | +34.2% | 6,056 | +26.9% | 0.03% | +24.0% |
| Q4 2016 | $225,000 | – | 4,771 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |