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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $561,249 | -8.2% | 8,128 | -15.6% | 0.06% | -18.3% |
| Q3 2023 | $611,150 | -4.4% | 9,626 | -0.1% | 0.07% | -21.1% |
| Q2 2023 | $639,140 | +27.9% | 9,634 | +22.6% | 0.09% | +57.9% |
| Q1 2023 | $499,646 | -1.9% | 7,857 | -1.3% | 0.06% | +58.3% |
| Q4 2022 | $509,079 | +34.0% | 7,964 | +34.0% | 0.04% | +38.5% |
| Q1 2022 | $380,000 | -8.9% | 5,943 | -0.3% | 0.03% | -3.7% |
| Q4 2021 | $417,000 | -4.6% | 5,958 | -1.1% | 0.03% | -6.9% |
| Q3 2021 | $437,000 | +9.0% | 6,022 | +7.5% | 0.03% | +3.6% |
| Q2 2021 | $401,000 | +7.8% | 5,600 | +3.5% | 0.03% | -3.4% |
| Q1 2021 | $372,000 | +3.3% | 5,409 | -0.9% | 0.03% | -6.5% |
| Q4 2020 | $360,000 | -32.6% | 5,457 | -38.0% | 0.03% | -40.4% |
| Q3 2020 | $534,000 | +4.5% | 8,796 | +0.7% | 0.05% | -1.9% |
| Q2 2020 | $511,000 | -76.2% | 8,731 | -79.5% | 0.05% | -81.0% |
| Q1 2020 | $2,147,000 | -31.6% | 42,547 | -19.4% | 0.28% | -24.6% |
| Q4 2019 | $3,137,000 | +5.5% | 52,801 | +0.3% | 0.37% | -8.9% |
| Q3 2019 | $2,973,000 | +38.0% | 52,643 | +31.4% | 0.41% | +25.3% |
| Q2 2019 | $2,155,000 | – | 40,058 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 47,414 | $2,840,000 | 3.06% |
| Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
| Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
| Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
| Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
| Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
| LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
| Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |