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 2022 | $965,000 | -21.7% | 17,394 | -15.5% | 0.09% | -17.3% |
| Q2 2022 | $1,233,000 | +24.4% | 20,583 | +43.2% | 0.11% | +54.9% |
| Q1 2022 | $991,000 | +16.7% | 14,370 | +18.2% | 0.07% | +6.0% |
| Q4 2021 | $849,000 | 0.0% | 12,157 | 0.0% | 0.07% | -14.1% |
| Q3 2021 | $849,000 | -1.2% | 12,157 | 0.0% | 0.08% | +20.0% |
| Q2 2021 | $859,000 | +5.5% | 12,157 | 0.0% | 0.06% | -7.1% |
| Q1 2021 | $814,000 | +4.4% | 12,157 | 0.0% | 0.07% | -1.4% |
| Q4 2020 | $780,000 | +9.9% | 12,157 | -0.7% | 0.07% | -5.3% |
| Q3 2020 | $710,000 | +5.7% | 12,247 | 0.0% | 0.08% | -1.3% |
| Q2 2020 | $672,000 | – | 12,247 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
| MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
| Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
| PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
| Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
| LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
| Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
| Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
| Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |