ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $711,365 | +4.2% | 11,201 | +8.8% | 0.12% | +5.9% |
Q2 2023 | $682,977 | +12.9% | 10,295 | +8.2% | 0.12% | +2.6% |
Q1 2023 | $604,810 | +35.0% | 9,511 | +26.8% | 0.12% | +17.3% |
Q4 2022 | $448,070 | +10.6% | 7,499 | +2.7% | 0.10% | +10.1% |
Q3 2022 | $405,000 | -9.4% | 7,299 | -2.3% | 0.09% | -5.3% |
Q2 2022 | $447,000 | -32.7% | 7,470 | -22.4% | 0.09% | -9.6% |
Q1 2022 | $664,000 | -1.6% | 9,626 | +3.8% | 0.10% | +2.0% |
Q4 2021 | $675,000 | +2.3% | 9,274 | -1.9% | 0.10% | -3.8% |
Q3 2021 | $660,000 | +1.4% | 9,450 | +2.5% | 0.11% | +5.0% |
Q2 2021 | $651,000 | +16.0% | 9,219 | +14.5% | 0.10% | -91.0% |
Q1 2021 | $561,000 | -44.9% | 8,054 | -49.3% | 1.13% | +474.5% |
Q4 2020 | $1,018,000 | -0.9% | 15,874 | -15.2% | 0.20% | -26.3% |
Q2 2020 | $1,027,000 | +16.3% | 18,729 | +6.9% | 0.27% | -20.6% |
Q1 2020 | $883,000 | +4.7% | 17,515 | +21.0% | 0.34% | +1.2% |
Q4 2019 | $843,000 | +16.6% | 14,477 | +13.6% | 0.33% | -5.4% |
Q3 2019 | $723,000 | +9.4% | 12,747 | +6.3% | 0.35% | +23.7% |
Q2 2019 | $661,000 | – | 11,990 | – | 0.28% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |