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 | $1,722,162 | +37.3% | 27,125 | +43.4% | 0.07% | +39.6% |
| Q2 2023 | $1,254,667 | +14.6% | 18,913 | +9.9% | 0.05% | +6.7% |
| Q1 2023 | $1,094,450 | +26.9% | 17,211 | +19.3% | 0.04% | +15.4% |
| Q4 2022 | $862,248 | +7.2% | 14,431 | -0.4% | 0.04% | -4.9% |
| Q3 2022 | $804,000 | -4.4% | 14,493 | +3.2% | 0.04% | -26.8% |
| Q2 2022 | $841,000 | -19.2% | 14,041 | -7.0% | 0.06% | -3.4% |
| Q1 2022 | $1,041,000 | -4.6% | 15,098 | +0.8% | 0.06% | 0.0% |
| Q4 2021 | $1,091,000 | +30.2% | 14,982 | +24.8% | 0.06% | +16.0% |
| Q3 2021 | $838,000 | +8.4% | 12,003 | +9.7% | 0.05% | +8.7% |
| Q2 2021 | $773,000 | +12.7% | 10,939 | +6.7% | 0.05% | -2.1% |
| Q1 2021 | $686,000 | +163.8% | 10,256 | +152.7% | 0.05% | +147.4% |
| Q4 2020 | $260,000 | +22.1% | 4,058 | +10.6% | 0.02% | +5.6% |
| Q3 2020 | $213,000 | +4.9% | 3,668 | -0.7% | 0.02% | -10.0% |
| Q2 2020 | $203,000 | -9.0% | 3,692 | -4.0% | 0.02% | -16.7% |
| Q4 2019 | $223,000 | – | 3,845 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
| Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
| Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
| Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
| Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
| Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
| LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
| MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |