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 | $179,296 | +56.8% | 2,824 | +63.8% | 0.00% | +50.0% |
| Q2 2023 | $114,370 | +4.3% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $109,629 | +6.4% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $103,009 | +7.3% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $96,000 | -6.8% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $103,000 | -13.4% | 1,724 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $119,000 | +29.3% | 1,724 | +35.9% | 0.00% | +100.0% |
| Q4 2021 | $92,000 | +3.4% | 1,269 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $89,000 | -1.1% | 1,269 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $90,000 | -99.9% | 1,269 | -35.3% | 0.00% | +100.0% |
| Q1 2021 | $131,316,000 | +208338.1% | 1,962 | +100.0% | 0.00% | 0.0% |
| Q4 2020 | $63,000 | +10.5% | 981 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $57,000 | +5.6% | 981 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $54,000 | +38.5% | 981 | +16.8% | 0.00% | +100.0% |
| Q1 2020 | $39,000 | +333.3% | 840 | +409.1% | 0.00% | – |
| Q3 2019 | $9,000 | +125.0% | 165 | +120.0% | 0.00% | – |
| Q2 2019 | $4,000 | -63.6% | 75 | -64.6% | 0.00% | -100.0% |
| Q1 2018 | $11,000 | – | 212 | – | 0.00% | – |
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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% |