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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $264,000 | +18.9% | 4,109 | +7.5% | 0.16% | +4.5% |
| Q3 2020 | $222,000 | +6.7% | 3,821 | +0.7% | 0.16% | -4.9% |
| Q2 2020 | $208,000 | -1.0% | 3,793 | +4.7% | 0.16% | -4.7% |
| Q4 2019 | $210,000 | -12.1% | 3,623 | -16.8% | 0.17% | -19.6% |
| Q3 2019 | $239,000 | +17.2% | 4,356 | +17.6% | 0.21% | +13.2% |
| Q2 2019 | $204,000 | -20.6% | 3,705 | -22.9% | 0.19% | -23.8% |
| Q1 2019 | $257,000 | +11.7% | 4,805 | +1.4% | 0.25% | 0.0% |
| Q4 2018 | $230,000 | +66.7% | 4,739 | +83.0% | 0.25% | +101.6% |
| Q2 2018 | $138,000 | -15.3% | 2,589 | -14.8% | 0.12% | -16.3% |
| Q1 2018 | $163,000 | -2.4% | 3,039 | -1.9% | 0.15% | -3.9% |
| Q4 2017 | $167,000 | – | 3,098 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
| Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
| Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
| Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
| Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
| Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
| LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
| MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |