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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |