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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,826,444 | +3.3% | 37,797 | +1.4% | 0.13% | -5.1% |
| Q1 2024 | $2,737,325 | +8.5% | 37,263 | +2.0% | 0.14% | -5.5% |
| Q4 2023 | $2,521,899 | +13.3% | 36,523 | +4.2% | 0.15% | +4.3% |
| Q3 2023 | $2,225,946 | -2.3% | 35,060 | +2.1% | 0.14% | +3.7% |
| Q2 2023 | $2,278,235 | +15.5% | 34,342 | +10.7% | 0.14% | +0.7% |
| Q1 2023 | $1,972,096 | +8.6% | 31,013 | +2.0% | 0.13% | +0.8% |
| Q4 2022 | $1,816,542 | +6.1% | 30,402 | -1.6% | 0.13% | +4.7% |
| Q3 2022 | $1,712,000 | -6.7% | 30,883 | +0.8% | 0.13% | -3.8% |
| Q2 2022 | $1,835,000 | -14.1% | 30,643 | -1.0% | 0.13% | +9.1% |
| Q1 2022 | $2,135,000 | -4.8% | 30,967 | +0.6% | 0.12% | -4.7% |
| Q4 2021 | $2,242,000 | -0.8% | 30,785 | -4.8% | 0.13% | -14.8% |
| Q3 2021 | $2,259,000 | -4.9% | 32,352 | -3.8% | 0.15% | -10.2% |
| Q2 2021 | $2,375,000 | -4.8% | 33,619 | -9.9% | 0.17% | -15.7% |
| Q1 2021 | $2,496,000 | -0.8% | 37,300 | -4.8% | 0.20% | -14.0% |
| Q4 2020 | $2,515,000 | +6.1% | 39,191 | -4.1% | 0.23% | -9.8% |
| Q3 2020 | $2,370,000 | +9.3% | 40,863 | +3.5% | 0.25% | -7.0% |
| Q2 2020 | $2,168,000 | – | 39,499 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 182,968 | $9,789,000 | 4.22% |
| Legacy Financial Strategies, LLC | 53,416 | $2,858,000 | 2.79% |
| MARINO, STRAM & ASSOCIATES LLC | 51,334 | $2,746,000 | 2.54% |
| Madrona Financial Services, LLC | 56,503 | $3,023,000 | 2.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 71,701 | $3,836,000 | 1.72% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 31,245 | $1,671,000 | 1.24% |
| Shakespeare Wealth Management, LLC | 25,900 | $1,386,000 | 1.20% |
| Archford Capital Strategies, LLC | 49,031 | $2,743,000 | 1.14% |
| LBMC INVESTMENT ADVISORS, LLC | 120,839 | $6,465,000 | 1.12% |
| Canal Capital Management, LLC | 26,251 | $1,404,000 | 0.81% |