ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 155 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,565,396 | +4.6% | 20,933 | +2.8% | 0.09% | -3.1% |
| Q1 2024 | $1,496,094 | +0.6% | 20,366 | -5.4% | 0.10% | -8.6% |
| Q4 2023 | $1,487,069 | +11.5% | 21,536 | +2.5% | 0.10% | 0.0% |
| Q3 2023 | $1,333,379 | +0.4% | 21,001 | +4.9% | 0.10% | -1.9% |
| Q2 2023 | $1,327,742 | -1.3% | 20,014 | -5.4% | 0.11% | -3.6% |
| Q1 2023 | $1,345,381 | +5.0% | 21,157 | -1.3% | 0.11% | -1.8% |
| Q4 2022 | $1,281,046 | +22.7% | 21,440 | +13.9% | 0.11% | +13.0% |
| Q3 2022 | $1,044,000 | -13.3% | 18,825 | -6.4% | 0.10% | -6.5% |
| Q2 2022 | $1,204,000 | -5.7% | 20,110 | +8.6% | 0.11% | +9.2% |
| Q1 2022 | $1,277,000 | -0.9% | 18,523 | +4.7% | 0.10% | 0.0% |
| Q4 2021 | $1,289,000 | +5.3% | 17,697 | +0.9% | 0.10% | -3.9% |
| Q3 2021 | $1,224,000 | +7.6% | 17,532 | +8.8% | 0.10% | +1.0% |
| Q2 2021 | $1,138,000 | +9.5% | 16,114 | +3.9% | 0.10% | +2.0% |
| Q1 2021 | $1,039,000 | +19.8% | 15,516 | +14.9% | 0.10% | +10.0% |
| Q4 2020 | $867,000 | +12.2% | 13,506 | +1.4% | 0.09% | 0.0% |
| Q3 2020 | $773,000 | +12.5% | 13,323 | +6.5% | 0.09% | -2.2% |
| Q2 2020 | $687,000 | +22.5% | 12,511 | +5.7% | 0.09% | +26.0% |
| Q1 2020 | $561,000 | -2.8% | 11,831 | +18.9% | 0.07% | +4.3% |
| Q4 2019 | $577,000 | +21.5% | 9,949 | +15.0% | 0.07% | +14.8% |
| Q3 2019 | $475,000 | +98.7% | 8,654 | +100.0% | 0.06% | +90.6% |
| Q2 2019 | $239,000 | – | 4,328 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 182,968 | $9,789,000 | 4.22% |
| Legacy Financial Strategies, LLC | 53,416 | $2,858,000 | 2.79% |
| MARINO, STRAM & ASSOCIATES LLC | 51,334 | $2,746,000 | 2.54% |
| Madrona Financial Services, LLC | 56,503 | $3,023,000 | 2.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 71,701 | $3,836,000 | 1.72% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 31,245 | $1,671,000 | 1.24% |
| Shakespeare Wealth Management, LLC | 25,900 | $1,386,000 | 1.20% |
| Archford Capital Strategies, LLC | 49,031 | $2,743,000 | 1.14% |
| LBMC INVESTMENT ADVISORS, LLC | 120,839 | $6,465,000 | 1.12% |
| Canal Capital Management, LLC | 26,251 | $1,404,000 | 0.81% |