ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 301 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,172,421 | -12.2% | 69,169 | -13.8% | 1.34% | -17.1% |
| Q1 2024 | $5,891,723 | +7.8% | 80,203 | +1.3% | 1.62% | -1.9% |
| Q4 2023 | $5,465,009 | +11.3% | 79,146 | +2.4% | 1.65% | -6.8% |
| Q3 2023 | $4,908,046 | -4.9% | 77,304 | -0.6% | 1.77% | -5.6% |
| Q2 2023 | $5,159,132 | +1.6% | 77,768 | -2.6% | 1.87% | -3.5% |
| Q1 2023 | $5,078,385 | +0.2% | 79,861 | -5.9% | 1.94% | -10.6% |
| Q4 2022 | $5,069,579 | +7.5% | 84,847 | -0.2% | 2.17% | +4.1% |
| Q3 2022 | $4,716,000 | -8.5% | 85,043 | -1.2% | 2.08% | -6.8% |
| Q2 2022 | $5,156,000 | -14.1% | 86,099 | -1.1% | 2.24% | -23.9% |
| Q1 2022 | $6,002,000 | -5.9% | 87,063 | -0.6% | 2.94% | -0.9% |
| Q4 2021 | $6,378,000 | +11.4% | 87,592 | +6.8% | 2.97% | +4.3% |
| Q3 2021 | $5,727,000 | +1.5% | 82,043 | +2.7% | 2.84% | -4.9% |
| Q2 2021 | $5,645,000 | +4.6% | 79,897 | -1.0% | 2.99% | -11.8% |
| Q1 2021 | $5,399,000 | +11.4% | 80,665 | +6.8% | 3.39% | +1.2% |
| Q4 2020 | $4,846,000 | +19.2% | 75,500 | +7.7% | 3.34% | -0.8% |
| Q3 2020 | $4,064,000 | +8.0% | 70,076 | +2.2% | 3.37% | +2.7% |
| Q2 2020 | $3,763,000 | +17.3% | 68,563 | +1.5% | 3.28% | +1.1% |
| Q1 2020 | $3,207,000 | -17.1% | 67,567 | +1.3% | 3.25% | -8.4% |
| Q4 2019 | $3,867,000 | +31.8% | 66,679 | +24.8% | 3.54% | +47.1% |
| Q3 2019 | $2,934,000 | +4.4% | 53,421 | +4.8% | 2.41% | +6.2% |
| Q2 2019 | $2,811,000 | +8.7% | 50,964 | +5.5% | 2.27% | +16.4% |
| Q1 2019 | $2,586,000 | +31.1% | 48,323 | +18.9% | 1.95% | +16.7% |
| Q4 2018 | $1,973,000 | -3.7% | 40,633 | +8.4% | 1.67% | +8.9% |
| Q3 2018 | $2,049,000 | +9.1% | 37,500 | +6.6% | 1.53% | +8.6% |
| Q2 2018 | $1,878,000 | +12.4% | 35,173 | +12.6% | 1.41% | +13.8% |
| Q1 2018 | $1,671,000 | +39.9% | 31,245 | +41.0% | 1.24% | +27.5% |
| Q4 2017 | $1,194,000 | -8.2% | 22,165 | -8.7% | 0.97% | -46.5% |
| Q3 2017 | $1,301,000 | +3.3% | 24,286 | -0.2% | 1.82% | +58.3% |
| Q2 2017 | $1,260,000 | +20.5% | 24,336 | +16.2% | 1.15% | +18.8% |
| Q1 2017 | $1,046,000 | +67.4% | 20,952 | +58.3% | 0.97% | +52.0% |
| Q4 2016 | $625,000 | – | 13,233 | – | 0.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 182,968 | $9,789,000 | 4.22% |
| Legacy Financial Strategies, LLC | 53,416 | $2,858,000 | 2.79% |
| MARINO, STRAM & ASSOCIATES LLC | 51,334 | $2,746,000 | 2.54% |
| Madrona Financial Services, LLC | 56,503 | $3,023,000 | 2.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 71,701 | $3,836,000 | 1.72% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 31,245 | $1,671,000 | 1.24% |
| Shakespeare Wealth Management, LLC | 25,900 | $1,386,000 | 1.20% |
| Archford Capital Strategies, LLC | 49,031 | $2,743,000 | 1.14% |
| LBMC INVESTMENT ADVISORS, LLC | 120,839 | $6,465,000 | 1.12% |
| Canal Capital Management, LLC | 26,251 | $1,404,000 | 0.81% |