ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 219 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,460 | -4.3% | 86 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,705 | -48.1% | 86 | -51.7% | 0.00% | -50.0% |
| Q2 2022 | $11,000 | -8.3% | 178 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 178 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 178 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | -7.7% | 178 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | -7.1% | 178 | -15.2% | 0.00% | -20.0% |
| Q1 2021 | $14,000 | +27.3% | 210 | +18.0% | 0.01% | +25.0% |
| Q4 2020 | $11,000 | +120.0% | 178 | +107.0% | 0.00% | +100.0% |
| Q3 2020 | $5,000 | -84.4% | 86 | -85.3% | 0.00% | -85.7% |
| Q2 2020 | $32,000 | +14.3% | 586 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $28,000 | -17.6% | 586 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $34,000 | +3.0% | 586 | -2.0% | 0.01% | -6.7% |
| Q3 2019 | $33,000 | -29.8% | 598 | -29.1% | 0.02% | -34.8% |
| Q2 2019 | $47,000 | -6.0% | 843 | -9.3% | 0.02% | -11.5% |
| Q1 2019 | $50,000 | +11.1% | 929 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $45,000 | – | 929 | – | 0.03% | – |
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% |