ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 186 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $927,000 | -0.6% | 12,727 | -4.4% | 0.33% | -7.8% |
| Q3 2021 | $933,000 | -3.4% | 13,310 | -1.8% | 0.36% | -3.5% |
| Q2 2021 | $966,000 | +3.5% | 13,549 | -2.8% | 0.37% | -3.1% |
| Q1 2021 | $933,000 | -2.5% | 13,946 | -6.5% | 0.38% | -7.9% |
| Q4 2020 | $957,000 | -10.8% | 14,915 | -19.4% | 0.42% | -26.2% |
| Q3 2020 | $1,073,000 | +8.5% | 18,497 | -11.2% | 0.56% | -17.4% |
| Q1 2020 | $989,000 | -27.3% | 20,840 | -11.1% | 0.68% | -7.1% |
| Q4 2019 | $1,360,000 | +3.9% | 23,448 | -1.6% | 0.74% | -2.8% |
| Q3 2019 | $1,309,000 | +0.2% | 23,831 | +0.7% | 0.76% | -10.2% |
| Q2 2019 | $1,306,000 | +17.7% | 23,672 | +3.5% | 0.84% | -1.4% |
| Q4 2018 | $1,110,000 | -13.6% | 22,872 | -2.7% | 0.86% | -13.6% |
| Q3 2018 | $1,284,000 | -2.1% | 23,498 | -4.3% | 0.99% | -15.4% |
| Q2 2018 | $1,312,000 | -5.3% | 24,566 | -5.2% | 1.17% | -2.5% |
| Q1 2018 | $1,386,000 | +8.5% | 25,900 | +9.3% | 1.20% | -0.2% |
| Q4 2017 | $1,277,000 | – | 23,694 | – | 1.20% | – |
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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% |