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 | $713,657 | -62.0% | 11,240 | -60.3% | 0.10% | -64.3% |
| Q2 2023 | $1,878,003 | +9.7% | 28,309 | +5.2% | 0.28% | +9.5% |
| Q1 2023 | $1,711,756 | +0.5% | 26,919 | -5.6% | 0.25% | -3.4% |
| Q4 2022 | $1,703,673 | +405.5% | 28,513 | +368.7% | 0.26% | +413.7% |
| Q3 2022 | $337,000 | +6.0% | 6,083 | +14.4% | 0.05% | +10.9% |
| Q2 2022 | $318,000 | -60.1% | 5,319 | -56.1% | 0.05% | -58.9% |
| Q1 2022 | $796,000 | +20.4% | 12,129 | +33.6% | 0.11% | +19.1% |
| Q4 2021 | $661,000 | +567.7% | 9,078 | +484.2% | 0.09% | +452.9% |
| Q4 2020 | $99,000 | -34.9% | 1,554 | -40.7% | 0.02% | -34.6% |
| Q3 2020 | $152,000 | -10.1% | 2,620 | -15.1% | 0.03% | -16.1% |
| Q2 2020 | $169,000 | -15.9% | 3,087 | -27.5% | 0.03% | -27.9% |
| Q1 2020 | $201,000 | +224.2% | 4,255 | +296.9% | 0.04% | +330.0% |
| Q4 2019 | $62,000 | +12.7% | 1,072 | +6.3% | 0.01% | +11.1% |
| Q2 2019 | $55,000 | -99.7% | 1,008 | +156.5% | 0.01% | +200.0% |
| Q3 2018 | $21,470,000 | – | 393 | – | 0.00% | – |
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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% |