ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 219 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $271 | -99.9% | 4,538 | +0.4% | 0.14% | 0.0% |
| Q3 2022 | $251,000 | -19.3% | 4,521 | -12.8% | 0.14% | -12.7% |
| Q2 2022 | $311,000 | -14.1% | 5,187 | -1.2% | 0.16% | -0.6% |
| Q1 2022 | $362,000 | +70.8% | 5,250 | +80.7% | 0.17% | +66.0% |
| Q4 2021 | $212,000 | -17.2% | 2,906 | -20.8% | 0.10% | -22.5% |
| Q3 2021 | $256,000 | -1.5% | 3,670 | -0.3% | 0.13% | -3.0% |
| Q2 2021 | $260,000 | +9.2% | 3,681 | +3.3% | 0.13% | +1.5% |
| Q1 2021 | $238,000 | -1.2% | 3,562 | -5.2% | 0.13% | -8.4% |
| Q4 2020 | $241,000 | +11.1% | 3,757 | +0.2% | 0.14% | -5.9% |
| Q3 2020 | $217,000 | -9.6% | 3,749 | -14.3% | 0.15% | -16.9% |
| Q2 2020 | $240,000 | -45.5% | 4,375 | -45.4% | 0.18% | -56.7% |
| Q3 2019 | $440,000 | -13.2% | 8,018 | -12.9% | 0.42% | -16.2% |
| Q2 2019 | $507,000 | – | 9,208 | – | 0.50% | – |
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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% |