ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 186 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $290,308 | +16.4% | 4,376 | +11.6% | 0.06% | +12.5% |
Q1 2023 | $249,335 | +70.4% | 3,921 | +48.6% | 0.06% | +33.3% |
Q4 2022 | $146,284 | +0.2% | 2,638 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $146,000 | 0.0% | 2,638 | +7.9% | 0.04% | +5.0% |
Q2 2022 | $146,000 | -11.0% | 2,445 | +2.8% | 0.04% | +2.6% |
Q1 2022 | $164,000 | +17.1% | 2,379 | +23.9% | 0.04% | +25.8% |
Q4 2021 | $140,000 | +29.6% | 1,920 | +24.0% | 0.03% | +19.2% |
Q3 2021 | $108,000 | -26.0% | 1,548 | -25.3% | 0.03% | -25.7% |
Q2 2021 | $146,000 | +39.0% | 2,073 | +32.0% | 0.04% | +29.6% |
Q1 2021 | $105,000 | +34.6% | 1,570 | +29.3% | 0.03% | +28.6% |
Q4 2020 | $78,000 | +41.8% | 1,214 | +28.3% | 0.02% | +31.2% |
Q3 2020 | $55,000 | +10.0% | 946 | +3.3% | 0.02% | +6.7% |
Q2 2020 | $50,000 | +85.2% | 916 | +60.1% | 0.02% | +87.5% |
Q1 2020 | $27,000 | +58.8% | 572 | +86.3% | 0.01% | +60.0% |
Q4 2019 | $17,000 | +6.2% | 307 | +6.2% | 0.01% | 0.0% |
Q3 2019 | $16,000 | 0.0% | 289 | 0.0% | 0.01% | -16.7% |
Q2 2019 | $16,000 | – | 289 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |