ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 221 filers reported holding ISHARES TR in Q1 2021. 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 ↓ |
|---|---|---|---|
| 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% |