ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,346 | -6.6% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,582 | +4.3% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,434 | +6.4% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,227 | +7.6% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | -69.2% | 54 | -73.1% | 0.00% | -66.7% |
| Q4 2020 | $13,000 | -65.8% | 201 | -69.6% | 0.00% | -76.9% |
| Q3 2020 | $38,000 | -28.3% | 661 | -32.1% | 0.01% | -38.1% |
| Q2 2020 | $53,000 | +17.8% | 973 | +0.2% | 0.02% | -12.5% |
| Q1 2020 | $45,000 | – | 971 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
| MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
| Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
| PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
| Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
| LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
| Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
| Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
| Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |