ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 174 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $129,000 | +65.4% | 1,847 | +51.6% | 0.00% | +33.3% |
| Q4 2020 | $78,000 | +14.7% | 1,218 | +3.1% | 0.00% | 0.0% |
| Q3 2020 | $68,000 | +6.2% | 1,181 | +1.6% | 0.00% | -25.0% |
| Q2 2020 | $64,000 | -37.9% | 1,162 | -46.6% | 0.00% | -50.0% |
| Q1 2020 | $103,000 | -16.3% | 2,176 | +2.7% | 0.01% | -11.1% |
| Q4 2019 | $123,000 | +8.8% | 2,119 | +3.1% | 0.01% | 0.0% |
| Q3 2019 | $113,000 | – | 2,055 | – | 0.01% | – |
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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% |