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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $41,000 | +2.5% | 568 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $40,000 | +33.3% | 568 | +33.3% | 0.01% | +40.0% |
| Q2 2021 | $30,000 | +3.4% | 426 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $29,000 | +7.4% | 426 | +0.2% | 0.01% | -16.7% |
| Q4 2020 | $27,000 | +12.5% | 425 | +1.4% | 0.01% | 0.0% |
| Q3 2020 | $24,000 | +4.3% | 419 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | – | 419 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 47,414 | $2,840,000 | 3.06% |
| Fort Henry Capital, LLC | 48,896 | $2,928,000 | 2.73% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 86,099 | $5,156,000 | 2.24% |
| Archvest Wealth Advisors, Inc. | 31,460 | $1,884,000 | 1.88% |
| Weaver Consulting Group | 42,060 | $2,519,000 | 1.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 113,344 | $6,788,000 | 1.39% |
| Legacy Financial Group LLC | 56,917 | $3,409,000 | 1.08% |
| Ahrens Investment Partners LLC | 38,923 | $2,331,000 | 1.03% |
| LBMC INVESTMENT ADVISORS, LLC | 148,353 | $8,885,000 | 0.96% |
| Buttonwood Financial Group, LLC | 15,887 | $946,000 | 0.93% |