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 | $2,289,055 | -5.2% | 36,054 | -0.9% | 0.47% | -4.3% |
| Q2 2023 | $2,414,368 | +3.0% | 36,394 | -1.3% | 0.49% | -5.6% |
| Q1 2023 | $2,344,115 | -0.3% | 36,863 | -6.3% | 0.52% | -9.3% |
| Q4 2022 | $2,350,574 | +16.1% | 39,340 | +7.7% | 0.57% | -3.6% |
| Q3 2022 | $2,025,000 | -12.4% | 36,519 | -5.3% | 0.59% | -14.2% |
| Q2 2022 | $2,311,000 | -16.5% | 38,579 | -3.9% | 0.69% | -7.8% |
| Q1 2022 | $2,769,000 | -1.0% | 40,160 | +4.5% | 0.75% | +10.7% |
| Q4 2021 | $2,798,000 | +4.7% | 38,430 | +0.4% | 0.68% | -11.3% |
| Q3 2021 | $2,673,000 | -2.4% | 38,293 | -1.2% | 0.76% | -3.8% |
| Q2 2021 | $2,738,000 | +8.7% | 38,761 | +3.0% | 0.79% | -7.8% |
| Q1 2021 | $2,518,000 | +0.7% | 37,627 | -3.5% | 0.86% | -9.0% |
| Q4 2020 | $2,501,000 | +13.0% | 38,974 | +2.1% | 0.94% | -2.7% |
| Q3 2020 | $2,214,000 | +7.9% | 38,175 | +2.1% | 0.97% | -3.4% |
| Q2 2020 | $2,052,000 | +18.5% | 37,392 | +2.5% | 1.00% | +2.8% |
| Q1 2020 | $1,732,000 | -20.3% | 36,488 | -2.7% | 0.98% | -11.0% |
| Q4 2019 | $2,174,000 | +36.8% | 37,484 | +29.5% | 1.10% | +15.0% |
| Q3 2019 | $1,589,000 | -6.3% | 28,936 | -5.8% | 0.95% | -7.0% |
| Q2 2019 | $1,695,000 | +0.4% | 30,726 | -2.6% | 1.03% | -4.1% |
| Q1 2019 | $1,688,000 | +15.9% | 31,545 | +5.2% | 1.07% | +8.5% |
| Q4 2018 | $1,456,000 | -6.2% | 29,984 | +5.6% | 0.99% | +11.8% |
| Q3 2018 | $1,552,000 | +6.7% | 28,406 | +4.4% | 0.88% | +8.6% |
| Q2 2018 | $1,454,000 | +3.6% | 27,220 | +3.7% | 0.81% | +0.4% |
| Q1 2018 | $1,404,000 | -1.1% | 26,251 | -0.4% | 0.81% | +3.2% |
| Q4 2017 | $1,420,000 | +9.2% | 26,353 | +8.6% | 0.78% | +2.2% |
| Q3 2017 | $1,300,000 | +5.3% | 24,269 | +1.8% | 0.77% | +0.7% |
| Q2 2017 | $1,235,000 | +6.1% | 23,849 | +2.3% | 0.76% | -4.0% |
| Q1 2017 | $1,164,000 | +10.9% | 23,305 | +4.8% | 0.79% | -6.4% |
| Q4 2016 | $1,050,000 | +11.1% | 22,244 | +11.8% | 0.85% | -3.4% |
| Q3 2016 | $945,000 | +12.5% | 19,900 | +8.6% | 0.88% | -0.8% |
| Q2 2016 | $840,000 | -5.6% | 18,322 | -6.7% | 0.88% | -0.9% |
| Q1 2016 | $890,000 | -1.2% | 19,632 | -2.3% | 0.89% | +9.8% |
| Q4 2015 | $901,000 | +23.8% | 20,097 | +20.3% | 0.81% | +11.1% |
| Q3 2015 | $728,000 | -4.0% | 16,706 | +4.4% | 0.73% | +3.2% |
| Q2 2015 | $758,000 | – | 15,995 | – | 0.71% | – |
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% |