ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 100 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $401,568 | +2.1% | 5,370 | +0.3% | 0.03% | -3.1% |
Q1 2024 | $393,232 | +6.3% | 5,353 | -0.0% | 0.03% | 0.0% |
Q4 2023 | $369,763 | +9.2% | 5,355 | +0.4% | 0.03% | 0.0% |
Q3 2023 | $338,528 | -4.3% | 5,332 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $353,725 | +5.4% | 5,332 | +1.0% | 0.03% | -3.0% |
Q1 2023 | $335,692 | +7.6% | 5,279 | -6.1% | 0.03% | -5.7% |
Q3 2022 | $312,000 | -7.4% | 5,624 | +0.1% | 0.04% | -5.4% |
Q2 2022 | $337,000 | -12.9% | 5,621 | +0.0% | 0.04% | -2.6% |
Q1 2022 | $387,000 | -6.1% | 5,620 | -0.2% | 0.04% | -2.6% |
Q4 2021 | $412,000 | +4.8% | 5,632 | +0.1% | 0.04% | -7.1% |
Q3 2021 | $393,000 | -3.9% | 5,624 | -2.9% | 0.04% | -2.3% |
Q2 2021 | $409,000 | +5.7% | 5,790 | +0.0% | 0.04% | -6.5% |
Q1 2021 | $387,000 | -39.0% | 5,789 | -41.4% | 0.05% | -42.5% |
Q4 2020 | $634,000 | -25.0% | 9,882 | -32.2% | 0.08% | -36.0% |
Q3 2020 | $845,000 | +0.6% | 14,574 | -4.8% | 0.12% | -8.1% |
Q2 2020 | $840,000 | +1.7% | 15,308 | -12.0% | 0.14% | -14.5% |
Q1 2020 | $826,000 | -26.9% | 17,404 | -10.7% | 0.16% | -13.1% |
Q4 2019 | $1,130,000 | +10.8% | 19,485 | +4.9% | 0.18% | +1.7% |
Q3 2019 | $1,020,000 | +21.9% | 18,575 | +22.8% | 0.18% | +20.0% |
Q2 2019 | $837,000 | -31.2% | 15,127 | +0.1% | 0.15% | +1.4% |
Q1 2019 | $1,217,000 | +36.9% | 15,106 | -17.4% | 0.15% | -22.1% |
Q4 2018 | $889,000 | -91.0% | 18,280 | -96.6% | 0.19% | +53.2% |
Q3 2018 | $9,888,000 | -47.8% | 531,282 | -47.4% | 0.12% | -42.1% |
Q2 2018 | $18,960,000 | +2772.7% | 1,009,610 | +7938.9% | 0.21% | +69.8% |
Q1 2018 | $660,000 | +17.6% | 12,559 | +23.3% | 0.13% | +20.0% |
Q4 2017 | $561,000 | +4.3% | 10,186 | +1.6% | 0.10% | -5.4% |
Q3 2017 | $538,000 | +11.2% | 10,028 | +6.5% | 0.11% | +1.8% |
Q2 2017 | $484,000 | +10.0% | 9,412 | +5.8% | 0.11% | 0.0% |
Q1 2017 | $440,000 | – | 8,892 | – | 0.11% | – |
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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% |