ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 176 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $49,000 | +4.3% | 731 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $47,000 | +11.9% | 731 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $42,000 | +5.0% | 731 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $40,000 | +11.1% | 731 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $36,000 | -26.5% | 731 | -13.9% | 0.00% | -20.0% |
| Q4 2019 | $49,000 | +4.3% | 849 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $47,000 | 0.0% | 849 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $47,000 | +4.4% | 849 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $45,000 | +9.8% | 849 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $41,000 | -4.7% | 849 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $43,000 | +7.5% | 849 | +12.9% | 0.01% | 0.0% |
| Q2 2018 | $40,000 | +700.0% | 752 | +637.3% | 0.01% | +500.0% |
| Q1 2018 | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | – | 102 | – | 0.00% | – |
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% |