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 2023 | $694,517 | -3.7% | 10,939 | +0.6% | 0.01% | 0.0% |
| Q2 2023 | $721,515 | +6.5% | 10,876 | +2.1% | 0.01% | -28.6% |
| Q1 2023 | $677,361 | +238.2% | 10,652 | +217.8% | 0.01% | +250.0% |
| Q4 2022 | $200,282 | -17.2% | 3,352 | -4.6% | 0.00% | -33.3% |
| Q1 2022 | $242,000 | -13.9% | 3,515 | -9.0% | 0.00% | 0.0% |
| Q4 2021 | $281,000 | -10.2% | 3,863 | -13.9% | 0.00% | -25.0% |
| Q3 2021 | $313,000 | +3.0% | 4,487 | +4.3% | 0.00% | 0.0% |
| Q2 2021 | $304,000 | +13.0% | 4,304 | +7.2% | 0.00% | -20.0% |
| Q1 2021 | $269,000 | +31.2% | 4,016 | +25.1% | 0.01% | +25.0% |
| Q4 2020 | $205,000 | -3.3% | 3,209 | -28.2% | 0.00% | -55.6% |
| Q1 2020 | $212,000 | -23.7% | 4,472 | -6.7% | 0.01% | -18.2% |
| Q4 2019 | $278,000 | +18.8% | 4,795 | +12.6% | 0.01% | -8.3% |
| Q3 2019 | $234,000 | +11.4% | 4,259 | +11.6% | 0.01% | 0.0% |
| Q2 2019 | $210,000 | -23.6% | 3,818 | -25.9% | 0.01% | -33.3% |
| Q1 2019 | $275,000 | – | 5,150 | – | 0.02% | – |
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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% |