ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,484 | -17.2% | 6,733 | -13.5% | 0.09% | -11.0% |
| Q2 2023 | $516,564 | +2.9% | 7,787 | -1.3% | 0.10% | -1.0% |
| Q1 2023 | $501,882 | +3.9% | 7,892 | -2.4% | 0.10% | -4.7% |
| Q4 2022 | $483,107 | +64.9% | 8,085 | +65.3% | 0.11% | +53.6% |
| Q3 2022 | $293,000 | -36.4% | 4,890 | -36.4% | 0.07% | -33.7% |
| Q2 2022 | $461,000 | +36.4% | 7,692 | +56.8% | 0.10% | +50.7% |
| Q1 2022 | $338,000 | -8.9% | 4,907 | -3.7% | 0.07% | +7.8% |
| Q4 2021 | $371,000 | +11.4% | 5,098 | +6.8% | 0.06% | +4.9% |
| Q3 2021 | $333,000 | -2.6% | 4,775 | -1.4% | 0.06% | 0.0% |
| Q2 2021 | $342,000 | +4.0% | 4,842 | -1.4% | 0.06% | -6.2% |
| Q1 2021 | $329,000 | +4.4% | 4,910 | 0.0% | 0.06% | -1.5% |
| Q4 2020 | $315,000 | +16.7% | 4,910 | +5.5% | 0.07% | 0.0% |
| Q3 2020 | $270,000 | -41.6% | 4,655 | -44.7% | 0.07% | -44.5% |
| Q2 2020 | $462,000 | +34.3% | 8,423 | +16.1% | 0.12% | +7.2% |
| Q1 2020 | $344,000 | -12.5% | 7,256 | +7.1% | 0.11% | +3.7% |
| Q4 2019 | $393,000 | +93.6% | 6,778 | +83.1% | 0.11% | +72.6% |
| Q3 2019 | $203,000 | 0.0% | 3,702 | +0.5% | 0.06% | -3.1% |
| Q2 2019 | $203,000 | -7.7% | 3,683 | -10.4% | 0.06% | -20.0% |
| Q1 2019 | $220,000 | +3.8% | 4,110 | -6.0% | 0.08% | -9.1% |
| Q4 2018 | $212,000 | -9.0% | 4,371 | +2.5% | 0.09% | +4.8% |
| Q3 2018 | $233,000 | +8.4% | 4,265 | +6.0% | 0.08% | +1.2% |
| Q2 2018 | $215,000 | +10.3% | 4,024 | +10.1% | 0.08% | +10.7% |
| Q1 2018 | $195,000 | +0.5% | 3,654 | +1.3% | 0.08% | -2.6% |
| Q4 2017 | $194,000 | +17.6% | 3,606 | +16.9% | 0.08% | +6.9% |
| Q3 2017 | $165,000 | +3.8% | 3,086 | +0.3% | 0.07% | -7.7% |
| Q2 2017 | $159,000 | -13.6% | 3,076 | -16.3% | 0.08% | -17.9% |
| Q1 2017 | $184,000 | +53.3% | 3,676 | +44.9% | 0.10% | +37.7% |
| Q4 2016 | $120,000 | +6.2% | 2,537 | +6.2% | 0.07% | -5.5% |
| Q3 2016 | $113,000 | +135.4% | 2,390 | +126.1% | 0.07% | +114.7% |
| Q2 2016 | $48,000 | +54.8% | 1,057 | +52.1% | 0.03% | +47.8% |
| Q1 2016 | $31,000 | 0.0% | 695 | 0.0% | 0.02% | -8.0% |
| Q4 2015 | $31,000 | +3.3% | 695 | 0.0% | 0.02% | -7.4% |
| Q3 2015 | $30,000 | – | 695 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 47,414 | $2,840,000 | 3.06% |
| Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
| Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
| Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
| Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
| Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
| LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
| Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |