ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 306 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,272,489 | +5.5% | 30,389 | +3.6% | 0.37% | +1.7% |
Q1 2024 | $2,153,921 | +4.5% | 29,321 | -1.8% | 0.36% | -4.0% |
Q4 2023 | $2,061,902 | +6.0% | 29,861 | -2.5% | 0.38% | -3.1% |
Q3 2023 | $1,944,699 | -4.5% | 30,630 | +1.1% | 0.39% | +0.8% |
Q2 2023 | $2,036,968 | +0.8% | 30,303 | -5.1% | 0.39% | -8.3% |
Q1 2023 | $2,019,946 | +3.3% | 31,946 | -2.4% | 0.42% | -6.4% |
Q4 2022 | $1,955,976 | +8.2% | 32,736 | +0.4% | 0.45% | -3.6% |
Q3 2022 | $1,808,000 | -7.7% | 32,613 | -0.3% | 0.47% | -5.3% |
Q2 2022 | $1,959,000 | -13.6% | 32,706 | -1.0% | 0.49% | -2.4% |
Q1 2022 | $2,268,000 | +27.0% | 33,044 | +34.7% | 0.50% | +23.8% |
Q4 2021 | $1,786,000 | -22.0% | 24,531 | -25.2% | 0.41% | -24.4% |
Q3 2021 | $2,289,000 | -2.3% | 32,792 | -1.1% | 0.54% | -8.0% |
Q2 2021 | $2,342,000 | -5.8% | 33,155 | -7.8% | 0.59% | -11.2% |
Q1 2021 | $2,487,000 | +0.1% | 35,962 | -4.9% | 0.66% | +15.8% |
Q4 2020 | $2,484,000 | +11.5% | 37,830 | -1.5% | 0.57% | -4.4% |
Q3 2020 | $2,228,000 | +1.4% | 38,417 | -4.1% | 0.60% | -8.7% |
Q2 2020 | $2,198,000 | +16.9% | 40,052 | +1.0% | 0.65% | -11.0% |
Q1 2020 | $1,881,000 | -20.3% | 39,636 | -2.7% | 0.74% | -9.7% |
Q4 2019 | $2,361,000 | +4.0% | 40,715 | -1.5% | 0.81% | -3.9% |
Q3 2019 | $2,270,000 | -4.9% | 41,337 | -4.5% | 0.85% | -2.5% |
Q2 2019 | $2,388,000 | +1.5% | 43,306 | -1.4% | 0.87% | +0.3% |
Q1 2019 | $2,352,000 | +52.3% | 43,943 | +38.2% | 0.87% | +39.7% |
Q4 2018 | $1,544,000 | -24.8% | 31,807 | -15.4% | 0.62% | -17.0% |
Q3 2018 | $2,054,000 | -7.9% | 37,592 | -10.0% | 0.75% | -5.0% |
Q2 2018 | $2,231,000 | -18.7% | 41,779 | -14.8% | 0.79% | -31.2% |
Q1 2018 | $2,743,000 | +10.8% | 49,031 | +6.7% | 1.14% | +24.0% |
Q4 2017 | $2,475,000 | +4.6% | 45,943 | +4.0% | 0.92% | +3.9% |
Q3 2017 | $2,366,000 | +4.8% | 44,162 | +1.3% | 0.89% | -0.6% |
Q2 2017 | $2,258,000 | +11.6% | 43,596 | +7.5% | 0.89% | +16.9% |
Q1 2017 | $2,024,000 | +17.1% | 40,539 | +10.8% | 0.76% | +4.7% |
Q4 2016 | $1,728,000 | +3.6% | 36,600 | +4.1% | 0.73% | +6.0% |
Q3 2016 | $1,668,000 | +16.1% | 35,144 | +12.2% | 0.69% | -9.0% |
Q2 2016 | $1,437,000 | -99.9% | 31,328 | +0.7% | 0.76% | +17.0% |
Q1 2016 | $1,377,775,000 | +112279.7% | 31,100 | +13.8% | 0.65% | +15.8% |
Q4 2015 | $1,226,000 | -11.0% | 27,329 | -13.5% | 0.56% | -45.8% |
Q3 2015 | $1,378,000 | -1.1% | 31,589 | +7.6% | 1.03% | +3.7% |
Q2 2015 | $1,393,000 | -99.9% | 29,369 | +11.8% | 0.99% | +15.6% |
Q1 2015 | $1,248,043,000 | +120834.4% | 26,275 | +17.8% | 0.86% | +13.2% |
Q4 2014 | $1,032,000 | +23.4% | 22,299 | +21.5% | 0.76% | +14.3% |
Q3 2014 | $836,000 | -99.9% | 18,355 | +25.0% | 0.66% | +23.9% |
Q2 2014 | $692,843,000 | +82.6% | 14,682 | +75.5% | 0.54% | +69.1% |
Q1 2014 | $379,439,000 | – | 8,365 | – | 0.32% | – |
Download |
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% |