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 ↓ |
|---|---|---|---|
| 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% |