ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 186 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $69,534 | -19.4% | 1,093 | -24.3% | 0.00% | -20.0% |
| Q4 2022 | $86,222 | -80.7% | 1,443 | -77.7% | 0.01% | -81.5% |
| Q1 2022 | $447,000 | -16.8% | 6,477 | -12.1% | 0.03% | -18.2% |
| Q4 2021 | $537,000 | +3.3% | 7,365 | -1.3% | 0.03% | -5.7% |
| Q3 2021 | $520,000 | +2.6% | 7,461 | +3.9% | 0.04% | -2.8% |
| Q2 2021 | $507,000 | +0.6% | 7,180 | -4.7% | 0.04% | -16.3% |
| Q1 2021 | $504,000 | +108.3% | 7,531 | +99.4% | 0.04% | +95.5% |
| Q4 2020 | $242,000 | -50.8% | 3,777 | -59.5% | 0.02% | -33.3% |
| Q3 2020 | $492,000 | +113.9% | 9,326 | +122.6% | 0.03% | +10.0% |
| Q2 2020 | $230,000 | +4.1% | 4,189 | -10.1% | 0.03% | -23.1% |
| Q1 2020 | $221,000 | -33.6% | 4,658 | -18.9% | 0.04% | -7.1% |
| Q4 2019 | $333,000 | +6.7% | 5,747 | +0.8% | 0.04% | -14.3% |
| Q3 2018 | $312,000 | – | 5,702 | – | 0.05% | – |
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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% |