ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 219 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $79,000 | -4.8% | 775 | 0.0% | 0.03% | +12.5% |
| Q1 2022 | $83,000 | -7.8% | 775 | -1.3% | 0.02% | -4.0% |
| Q4 2021 | $90,000 | -28.0% | 785 | -27.6% | 0.02% | -32.4% |
| Q3 2021 | $125,000 | 0.0% | 1,085 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $125,000 | +0.8% | 1,085 | 0.0% | 0.04% | -7.5% |
| Q1 2021 | $124,000 | -3.1% | 1,085 | 0.0% | 0.04% | -7.0% |
| Q4 2020 | $128,000 | 0.0% | 1,085 | 0.0% | 0.04% | -12.2% |
| Q3 2020 | $128,000 | 0.0% | 1,085 | 0.0% | 0.05% | -7.5% |
| Q2 2020 | $128,000 | +2.4% | 1,085 | 0.0% | 0.05% | -19.7% |
| Q1 2020 | $125,000 | +22.5% | 1,085 | +18.6% | 0.07% | +40.4% |
| Q4 2019 | $102,000 | -1.9% | 915 | 0.0% | 0.05% | -11.3% |
| Q3 2019 | $104,000 | +35.1% | 915 | +32.6% | 0.05% | +35.9% |
| Q2 2019 | $77,000 | +2.7% | 690 | 0.0% | 0.04% | +2.6% |
| Q1 2019 | $75,000 | +2.7% | 690 | 0.0% | 0.04% | -11.6% |
| Q4 2018 | $73,000 | 0.0% | 690 | 0.0% | 0.04% | +13.2% |
| Q3 2018 | $73,000 | -1.4% | 690 | -1.4% | 0.04% | -13.6% |
| Q2 2018 | $74,000 | -1.3% | 700 | 0.0% | 0.04% | -4.3% |
| Q1 2018 | $75,000 | -2.6% | 700 | 0.0% | 0.05% | -4.2% |
| Q4 2017 | $77,000 | 0.0% | 700 | 0.0% | 0.05% | -5.9% |
| Q3 2017 | $77,000 | -12.5% | 700 | -12.5% | 0.05% | -13.6% |
| Q2 2017 | $88,000 | +1.1% | 800 | 0.0% | 0.06% | -6.3% |
| Q1 2017 | $87,000 | +1.2% | 800 | 0.0% | 0.06% | -8.7% |
| Q4 2016 | $86,000 | – | 800 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 266,687 | $15,934,552 | 3.24% |
| Fort Henry Capital, LLC | 48,212 | $2,880,667 | 2.61% |
| Consilium Wealth Advisory, LLC | 47,675 | $2,848,581 | 2.43% |
| Archvest Wealth Advisors, Inc. | 39,579 | $2,364,856 | 2.34% |
| Allen Capital Group, LLC | 39,579 | $2,364,856 | 2.34% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 84,847 | $5,069,579 | 2.17% |
| UNIQUE WEALTH, LLC | 63,361 | $3,785,801 | 2.02% |
| PATTON ALBERTSON MILLER GROUP, LLC | 111,334 | $6,652,191 | 1.22% |
| Weaver Consulting Group | 38,014 | $2,271,321 | 1.16% |
| Legacy Financial Group LLC | 64,684 | $3,864,896 | 1.16% |