ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 188 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $209,000 | -12.9% | 3,486 | 0.0% | 0.15% | -5.1% |
| Q1 2022 | $240,000 | -4.8% | 3,486 | -0.5% | 0.16% | -4.3% |
| Q4 2021 | $252,000 | 0.0% | 3,503 | -2.9% | 0.16% | -8.4% |
| Q3 2021 | $252,000 | -1.9% | 3,608 | -0.8% | 0.18% | -1.1% |
| Q2 2021 | $257,000 | -8.5% | 3,637 | -13.3% | 0.18% | -16.3% |
| Q1 2021 | $281,000 | -79.7% | 4,194 | -80.6% | 0.22% | -80.6% |
| Q4 2020 | $1,385,000 | +5.6% | 21,584 | -4.5% | 1.11% | -3.3% |
| Q3 2020 | $1,311,000 | -26.1% | 22,603 | -30.0% | 1.15% | -30.2% |
| Q2 2020 | $1,773,000 | +5.0% | 32,308 | -9.2% | 1.64% | -8.9% |
| Q1 2020 | $1,689,000 | +41.1% | 35,578 | +72.9% | 1.80% | +61.9% |
| Q4 2019 | $1,197,000 | – | 20,576 | – | 1.11% | – |
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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% |