ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $885,242 | +23.7% | 13,943 | +16.4% | 0.20% | +15.2% |
| Q2 2023 | $715,805 | 0.0% | 11,980 | 0.0% | 0.17% | -1.7% |
| Q1 2023 | $715,805 | 0.0% | 11,980 | 0.0% | 0.17% | +0.6% |
| Q4 2022 | $715,805 | +61.9% | 11,980 | +53.6% | 0.17% | +51.8% |
| Q3 2022 | $442,000 | +11.1% | 7,801 | +19.6% | 0.11% | +14.0% |
| Q2 2022 | $398,000 | +23.6% | 6,522 | +39.7% | 0.10% | +35.1% |
| Q1 2022 | $322,000 | -5.3% | 4,670 | +0.1% | 0.07% | -8.6% |
| Q4 2021 | $340,000 | +4.3% | 4,665 | 0.0% | 0.08% | -5.8% |
| Q3 2021 | $326,000 | +10.9% | 4,665 | +12.2% | 0.09% | +11.7% |
| Q2 2021 | $294,000 | +7.3% | 4,159 | +1.5% | 0.08% | -2.5% |
| Q1 2021 | $274,000 | +32.4% | 4,098 | +27.1% | 0.08% | +19.7% |
| Q4 2020 | $207,000 | +21.1% | 3,225 | +9.4% | 0.07% | +100.0% |
| Q3 2020 | $171,000 | +18.8% | 2,949 | +12.8% | 0.03% | -38.9% |
| Q2 2020 | $144,000 | -84.1% | 2,615 | -83.3% | 0.05% | -85.3% |
| Q4 2019 | $908,000 | +6.7% | 15,656 | +1.0% | 0.37% | +26.1% |
| Q3 2019 | $851,000 | -3.0% | 15,503 | -2.5% | 0.29% | -17.1% |
| Q2 2019 | $877,000 | -3.5% | 15,904 | -6.4% | 0.35% | -7.9% |
| Q1 2019 | $909,000 | – | 16,990 | – | 0.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 266,687 | $15,934,552 | 3.24% |
| Fort Henry Capital, LLC | 48,212 | $2,880,667 | 2.61% |
| Consilium Wealth Advisory, LLC | 47,675 | $2,848,581 | 2.43% |
| Archvest Wealth Advisors, Inc. | 39,579 | $2,364,856 | 2.34% |
| Allen Capital Group, LLC | 39,579 | $2,364,856 | 2.34% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 84,847 | $5,069,579 | 2.17% |
| UNIQUE WEALTH, LLC | 63,361 | $3,785,801 | 2.02% |
| PATTON ALBERTSON MILLER GROUP, LLC | 111,334 | $6,652,191 | 1.22% |
| Weaver Consulting Group | 38,014 | $2,271,321 | 1.16% |
| Legacy Financial Group LLC | 64,684 | $3,864,896 | 1.16% |