ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 205 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $641,379 | -19.7% | 8,577 | -21.1% | 0.01% | -33.3% |
| Q1 2024 | $798,572 | -72.3% | 10,871 | -73.8% | 0.01% | -40.0% |
| Q4 2023 | $2,883,053 | +12.6% | 41,537 | +3.0% | 0.02% | 0.0% |
| Q3 2023 | $2,560,011 | -5.2% | 40,321 | -1.0% | 0.02% | -6.2% |
| Q2 2023 | $2,701,485 | +5.2% | 40,722 | +0.8% | 0.02% | -5.9% |
| Q1 2023 | $2,568,709 | +10.4% | 40,395 | +3.8% | 0.02% | 0.0% |
| Q4 2022 | $2,326,059 | +8.0% | 38,930 | +0.2% | 0.02% | 0.0% |
| Q3 2022 | $2,154,000 | -7.0% | 38,850 | +0.5% | 0.02% | -10.5% |
| Q2 2022 | $2,315,000 | -10.4% | 38,660 | +3.2% | 0.02% | +5.6% |
| Q1 2022 | $2,583,000 | +6.5% | 37,460 | +12.5% | 0.02% | +5.9% |
| Q4 2021 | $2,425,000 | +21.0% | 33,296 | +16.0% | 0.02% | 0.0% |
| Q3 2021 | $2,004,000 | -12.2% | 28,705 | -11.2% | 0.02% | -15.0% |
| Q2 2021 | $2,283,000 | +3.8% | 32,315 | -1.7% | 0.02% | -9.1% |
| Q1 2021 | $2,199,000 | +14.2% | 32,859 | +9.5% | 0.02% | 0.0% |
| Q4 2020 | $1,926,000 | +37.2% | 30,006 | +24.0% | 0.02% | +10.0% |
| Q3 2020 | $1,404,000 | +18.1% | 24,208 | +11.8% | 0.02% | +11.1% |
| Q2 2020 | $1,189,000 | +12.2% | 21,662 | -3.0% | 0.02% | -25.0% |
| Q1 2020 | $1,060,000 | -62.7% | 22,342 | -54.4% | 0.02% | -61.3% |
| Q4 2019 | $2,842,000 | +180.8% | 48,998 | +166.0% | 0.06% | +113.8% |
| Q3 2019 | $1,012,000 | +27.9% | 18,422 | +28.5% | 0.03% | +20.8% |
| Q2 2019 | $791,000 | +156.8% | 14,339 | +149.4% | 0.02% | +14.3% |
| Q1 2019 | $308,000 | +25.2% | 5,750 | +27.6% | 0.02% | +50.0% |
| Q3 2018 | $246,000 | -34.9% | 4,506 | -35.8% | 0.01% | -57.6% |
| Q4 2017 | $378,000 | +77.5% | 7,017 | +76.4% | 0.03% | +65.0% |
| Q3 2017 | $213,000 | – | 3,979 | – | 0.02% | – |
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% |