ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 174 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |