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 | $396,118 | -1.5% | 6,239 | +2.9% | 0.10% | +6.4% |
| Q2 2023 | $402,284 | +4.0% | 6,064 | -0.3% | 0.09% | -1.1% |
| Q1 2023 | $386,766 | +6.4% | 6,082 | 0.0% | 0.10% | +4.4% |
| Q4 2022 | $363,410 | -5.6% | 6,082 | -12.3% | 0.09% | -8.1% |
| Q3 2022 | $385,000 | -1.5% | 6,937 | +6.3% | 0.10% | +1.0% |
| Q2 2022 | $391,000 | -6.0% | 6,528 | +8.3% | 0.10% | -1.0% |
| Q1 2022 | $416,000 | -3.7% | 6,029 | +1.7% | 0.10% | -2.9% |
| Q4 2021 | $432,000 | +5.9% | 5,930 | +1.4% | 0.10% | -4.7% |
| Q3 2021 | $408,000 | -1.4% | 5,851 | -0.1% | 0.11% | -5.3% |
| Q2 2021 | $414,000 | +5.9% | 5,857 | +38946.7% | 0.11% | -3.4% |
| Q1 2021 | $391,000 | +2.4% | 15 | -99.7% | 0.12% | -8.6% |
| Q4 2020 | $382,000 | +11.0% | 5,956 | +0.9% | 0.13% | +2.4% |
| Q3 2020 | $344,000 | +6.8% | 5,901 | -1.2% | 0.12% | +0.8% |
| Q2 2020 | $322,000 | +22.0% | 5,975 | +7.6% | 0.12% | +5.1% |
| Q1 2020 | $264,000 | -12.9% | 5,552 | +6.4% | 0.12% | -8.5% |
| Q4 2019 | $303,000 | – | 5,217 | – | 0.13% | – |
Download | ||||||
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% |