ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $8,000 | -11.1% | 135 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $9,000 | -65.4% | 135 | -62.0% | 0.00% | -63.6% |
| Q4 2021 | $26,000 | +36.8% | 355 | +30.0% | 0.01% | +22.2% |
| Q3 2021 | $19,000 | +5.6% | 273 | +5.4% | 0.01% | +12.5% |
| Q2 2021 | $18,000 | +80.0% | 259 | +26.3% | 0.01% | -11.1% |
| Q1 2020 | $10,000 | -16.7% | 205 | 0.0% | 0.01% | +125.0% |
| Q4 2019 | $12,000 | -47.8% | 205 | -50.1% | 0.00% | -50.0% |
| Q2 2019 | $23,000 | 0.0% | 411 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $23,000 | +15.0% | 411 | +0.2% | 0.01% | +14.3% |
| Q4 2018 | $20,000 | – | 410 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 266,687 | $15,934,552 | 3.24% |
| Fort Henry Capital, LLC | 48,212 | $2,880,667 | 2.61% |
| Consilium Wealth Advisory, LLC | 47,675 | $2,848,581 | 2.43% |
| Archvest Wealth Advisors, Inc. | 39,579 | $2,364,856 | 2.34% |
| Allen Capital Group, LLC | 39,579 | $2,364,856 | 2.34% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 84,847 | $5,069,579 | 2.17% |
| UNIQUE WEALTH, LLC | 63,361 | $3,785,801 | 2.02% |
| PATTON ALBERTSON MILLER GROUP, LLC | 111,334 | $6,652,191 | 1.22% |
| Weaver Consulting Group | 38,014 | $2,271,321 | 1.16% |
| Legacy Financial Group LLC | 64,684 | $3,864,896 | 1.16% |