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 2023 | $218,469 | +2.2% | 3,441 | +6.8% | 0.11% | +0.9% |
| Q2 2023 | $213,814 | -50.3% | 3,223 | -52.4% | 0.11% | -52.3% |
| Q1 2023 | $430,504 | +4.9% | 6,770 | -1.4% | 0.24% | -5.6% |
| Q4 2022 | $410,423 | +56.1% | 6,869 | +44.9% | 0.25% | +54.7% |
| Q3 2022 | $263,000 | -25.3% | 4,739 | -19.4% | 0.16% | -31.8% |
| Q2 2022 | $352,000 | -11.8% | 5,881 | +1.5% | 0.24% | -2.1% |
| Q1 2022 | $399,000 | -2.4% | 5,794 | +3.1% | 0.24% | -3.6% |
| Q4 2021 | $409,000 | +6.2% | 5,620 | +2.0% | 0.25% | -1.6% |
| Q3 2021 | $385,000 | +8.5% | 5,509 | +9.6% | 0.25% | +2.0% |
| Q2 2021 | $355,000 | +14.5% | 5,027 | +8.4% | 0.25% | +15.3% |
| Q1 2021 | $310,000 | +17.0% | 4,637 | +12.5% | 0.22% | +9.6% |
| Q4 2020 | $265,000 | +12.3% | 4,123 | +1.5% | 0.20% | -2.5% |
| Q3 2020 | $236,000 | +9.3% | 4,062 | +3.1% | 0.20% | +4.1% |
| Q2 2020 | $216,000 | +2.4% | 3,941 | +8.2% | 0.19% | +11.5% |
| Q4 2019 | $211,000 | – | 3,641 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 47,414 | $2,840,000 | 3.06% |
| Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
| Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
| Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
| Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
| Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
| LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
| Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |