ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 174 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $94,000 | +19.0% | 1,624 | +13.3% | 0.09% | +20.8% |
| Q2 2020 | $79,000 | +21.5% | 1,433 | +1.9% | 0.08% | -7.2% |
| Q1 2020 | $65,000 | +6.6% | 1,406 | +34.9% | 0.08% | +38.3% |
| Q4 2019 | $61,000 | +103.3% | 1,042 | +93.7% | 0.06% | +93.5% |
| Q2 2019 | $30,000 | +50.0% | 538 | +43.1% | 0.03% | +47.6% |
| Q1 2019 | $20,000 | -85.9% | 376 | -87.2% | 0.02% | -86.1% |
| Q4 2018 | $142,000 | -11.2% | 2,935 | +0.3% | 0.15% | -1.9% |
| Q3 2018 | $160,000 | -23.8% | 2,925 | -25.7% | 0.15% | -26.7% |
| Q2 2018 | $210,000 | -2.3% | 3,936 | -1.9% | 0.21% | +12.9% |
| Q1 2018 | $215,000 | +11.4% | 4,013 | +11.9% | 0.19% | +14.1% |
| Q4 2017 | $193,000 | – | 3,587 | – | 0.16% | – |
Download | ||||||
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% |