ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 217 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,221,866 | +1.1% | 19,245 | +5.7% | 0.28% | +3.0% |
| Q2 2023 | $1,208,185 | +11.7% | 18,212 | +7.0% | 0.27% | +6.3% |
| Q1 2023 | $1,082,112 | +11.4% | 17,017 | +4.7% | 0.25% | +0.8% |
| Q4 2022 | $971,176 | +14.1% | 16,254 | +5.9% | 0.25% | +10.0% |
| Q3 2022 | $851,000 | -6.1% | 15,355 | +1.5% | 0.23% | +8.0% |
| Q2 2022 | $906,000 | -8.0% | 15,121 | +5.8% | 0.21% | +5.5% |
| Q1 2022 | $985,000 | -5.4% | 14,292 | -0.0% | 0.20% | -5.2% |
| Q4 2021 | $1,041,000 | +14.9% | 14,298 | +10.1% | 0.21% | +7.6% |
| Q3 2021 | $906,000 | +5.1% | 12,982 | +6.4% | 0.20% | +1.0% |
| Q2 2021 | $862,000 | +9.9% | 12,198 | +4.2% | 0.20% | +2.6% |
| Q1 2021 | $784,000 | +0.5% | 11,711 | -3.6% | 0.19% | -3.1% |
| Q4 2020 | $780,000 | +10.2% | 12,147 | -0.5% | 0.20% | -1.5% |
| Q3 2020 | $708,000 | +13.8% | 12,203 | +7.7% | 0.20% | +1.5% |
| Q2 2020 | $622,000 | +54.0% | 11,328 | +33.1% | 0.20% | -8.0% |
| Q1 2020 | $404,000 | +58.4% | 8,513 | +93.7% | 0.21% | +82.1% |
| Q4 2019 | $255,000 | – | 4,394 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
| Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
| Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
| Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
| Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
| Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
| LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
| MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |