ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 160 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $316,437 | -3.9% | 4,984 | +0.4% | 0.05% | 0.0% |
Q2 2023 | $329,380 | +6.5% | 4,965 | +2.1% | 0.05% | -3.6% |
Q1 2023 | $309,283 | +6.8% | 4,864 | +0.3% | 0.06% | -1.8% |
Q4 2022 | $289,673 | -8.6% | 4,848 | -15.2% | 0.06% | -16.4% |
Q3 2022 | $317,000 | -7.0% | 5,716 | +0.4% | 0.07% | -6.9% |
Q2 2022 | $341,000 | -14.5% | 5,692 | -1.7% | 0.07% | -4.0% |
Q1 2022 | $399,000 | -5.5% | 5,789 | 0.0% | 0.08% | -7.4% |
Q4 2021 | $422,000 | +8.5% | 5,789 | +3.8% | 0.08% | +1.2% |
Q3 2021 | $389,000 | -1.0% | 5,577 | +0.3% | 0.08% | -9.1% |
Q2 2021 | $393,000 | +5.6% | 5,562 | +0.1% | 0.09% | -3.3% |
Q1 2021 | $372,000 | +4.2% | 5,557 | -0.2% | 0.09% | +1.1% |
Q4 2020 | $357,000 | +19.8% | 5,566 | +8.3% | 0.09% | -15.9% |
Q3 2020 | $298,000 | +5.3% | 5,141 | 0.0% | 0.11% | -1.8% |
Q2 2020 | $283,000 | +19.9% | 5,141 | +3.7% | 0.11% | 0.0% |
Q1 2020 | $236,000 | -11.3% | 4,958 | +8.1% | 0.11% | +12.4% |
Q4 2019 | $266,000 | +5.6% | 4,585 | +0.2% | 0.10% | -1.0% |
Q3 2019 | $252,000 | 0.0% | 4,577 | +0.5% | 0.10% | -2.0% |
Q2 2019 | $252,000 | -3.1% | 4,555 | -6.1% | 0.10% | -7.4% |
Q1 2019 | $260,000 | -1.1% | 4,853 | -10.3% | 0.11% | -18.2% |
Q4 2018 | $263,000 | – | 5,411 | – | 0.13% | – |
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% |