ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 217 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $427,033 | +34.7% | 7,147 | +25.1% | 0.17% | -3.4% |
| Q3 2022 | $317,000 | -46.5% | 5,713 | -29.8% | 0.18% | -27.8% |
| Q4 2021 | $593,000 | +5.9% | 8,139 | +1.4% | 0.25% | +1.6% |
| Q3 2021 | $560,000 | +2.0% | 8,027 | +3.3% | 0.24% | +4.7% |
| Q2 2021 | $549,000 | +6.8% | 7,773 | +1.1% | 0.23% | +1.7% |
| Q1 2021 | $514,000 | +5.1% | 7,686 | +0.8% | 0.23% | -10.2% |
| Q4 2020 | $489,000 | +10.6% | 7,624 | 0.0% | 0.26% | 0.0% |
| Q3 2020 | $442,000 | +9.7% | 7,624 | +3.8% | 0.26% | +16.4% |
| Q2 2020 | $403,000 | +15.8% | 7,343 | 0.0% | 0.22% | -8.8% |
| Q1 2020 | $348,000 | -4.7% | 7,343 | +16.6% | 0.24% | +19.4% |
| Q4 2019 | $365,000 | – | 6,298 | – | 0.20% | – |
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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% |