ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 188 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,563 | +37.8% | 181 | +35.1% | 0.00% | 0.0% |
| Q1 2024 | $9,844 | +19.8% | 134 | +12.6% | 0.00% | +100.0% |
| Q4 2023 | $8,217 | +10.6% | 119 | +1.7% | 0.00% | 0.0% |
| Q3 2023 | $7,428 | -30.5% | 117 | -27.3% | 0.00% | -50.0% |
| Q2 2023 | $10,681 | +27.2% | 161 | +22.0% | 0.00% | 0.0% |
| Q1 2023 | $8,394 | +290.2% | 132 | +266.7% | 0.00% | +100.0% |
| Q4 2022 | $2,151 | +7.6% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | -33.3% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | +50.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | -66.7% | 36 | -69.2% | 0.00% | -75.0% |
| Q2 2018 | $6,000 | -88.7% | 117 | -88.2% | 0.00% | -87.1% |
| Q1 2018 | $53,000 | +3.9% | 989 | +3.8% | 0.03% | +3.3% |
| Q4 2017 | $51,000 | – | 953 | – | 0.03% | – |
Download | ||||||
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% |