ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $13,000 | +8.3% | 225 | +0.4% | 0.00% | -33.3% |
| Q2 2020 | $12,000 | +9.1% | 224 | +0.4% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -15.4% | 223 | +0.9% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | +8.3% | 221 | +0.5% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 220 | +0.9% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 218 | +0.5% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | +20.0% | 217 | +0.5% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | -16.7% | 216 | +0.5% | 0.00% | -25.0% |
| Q3 2018 | $12,000 | +9.1% | 215 | +0.9% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 213 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 213 | +3.9% | 0.00% | 0.0% |
| Q4 2017 | $11,000 | 0.0% | 205 | +0.5% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | +10.0% | 204 | +0.5% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | +25.0% | 203 | +25.3% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | +33.3% | 162 | +35.0% | 0.00% | +33.3% |
| Q4 2016 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | +20.0% | 120 | +0.8% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 119 | +0.8% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | 0.0% | 118 | +0.9% | 0.00% | 0.0% |
| Q3 2015 | $5,000 | -16.7% | 117 | +0.9% | 0.00% | -25.0% |
| Q2 2015 | $6,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $6,000 | +20.0% | 116 | +0.9% | 0.00% | +33.3% |
| Q4 2014 | $5,000 | 0.0% | 115 | 0.0% | 0.00% | -25.0% |
| Q3 2014 | $5,000 | – | 115 | – | 0.00% | – |
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% |