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 2022 | $104,000 | -7.1% | 1,880 | +0.8% | 0.06% | +1.6% |
| Q2 2022 | $112,000 | -19.4% | 1,865 | -7.5% | 0.06% | +5.0% |
| Q1 2022 | $139,000 | -2.1% | 2,017 | +3.4% | 0.06% | -1.6% |
| Q4 2021 | $142,000 | +5.2% | 1,950 | +0.9% | 0.06% | -20.8% |
| Q3 2021 | $135,000 | +0.7% | 1,932 | +2.0% | 0.08% | +4.1% |
| Q2 2021 | $134,000 | +5.5% | 1,894 | +0.2% | 0.07% | -6.3% |
| Q1 2021 | $127,000 | +10.4% | 1,891 | +5.9% | 0.08% | -13.2% |
| Q4 2020 | $115,000 | +125.5% | 1,785 | +97.5% | 0.09% | +89.6% |
| Q3 2020 | $51,000 | -96.2% | 904 | -96.0% | 0.05% | -96.2% |
| Q4 2019 | $1,325,000 | – | 22,837 | – | 1.26% | – |
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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% |