ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 176 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $518,824 | +1.8% | 6,938 | -0.0% | 0.12% | 0.0% |
| Q1 2024 | $509,812 | -10.1% | 6,940 | -15.5% | 0.12% | -19.6% |
| Q4 2023 | $567,315 | +9.0% | 8,216 | +0.2% | 0.15% | -5.1% |
| Q3 2023 | $520,364 | -6.2% | 8,196 | -2.0% | 0.16% | -6.6% |
| Q2 2023 | $554,801 | +4.3% | 8,363 | 0.0% | 0.17% | -1.2% |
| Q1 2023 | $531,803 | -6.4% | 8,363 | -12.1% | 0.17% | -11.5% |
| Q4 2022 | $568,342 | +13.9% | 9,512 | +5.7% | 0.19% | +2.7% |
| Q3 2022 | $499,000 | -7.4% | 8,997 | 0.0% | 0.19% | -2.6% |
| Q2 2022 | $539,000 | -11.2% | 8,997 | +2.1% | 0.19% | +1.1% |
| Q1 2022 | $607,000 | -4.9% | 8,812 | +0.6% | 0.19% | -3.1% |
| Q4 2021 | $638,000 | +5.3% | 8,763 | +1.0% | 0.20% | -6.2% |
| Q3 2021 | $606,000 | +3.1% | 8,679 | +4.4% | 0.21% | +1.5% |
| Q2 2021 | $588,000 | +8.5% | 8,316 | +2.6% | 0.20% | -1.0% |
| Q1 2021 | $542,000 | +117.7% | 8,104 | +108.2% | 0.21% | +93.5% |
| Q4 2020 | $249,000 | +6.9% | 3,893 | -8.6% | 0.11% | -10.8% |
| Q3 2020 | $233,000 | 0.0% | 4,259 | 0.0% | 0.12% | 0.0% |
| Q2 2020 | $233,000 | +7.9% | 4,259 | +14.3% | 0.12% | -10.4% |
| Q4 2019 | $216,000 | – | 3,725 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |