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 2023 | $1,905,271 | +4.5% | 30,009 | +9.2% | 0.02% | +5.6% |
| Q2 2023 | $1,823,488 | +0.9% | 27,487 | -3.3% | 0.02% | -10.0% |
| Q1 2023 | $1,808,046 | -26.1% | 28,433 | -30.6% | 0.02% | -9.1% |
| Q4 2022 | $2,447,659 | -100.0% | 40,965 | -90.2% | 0.02% | -82.3% |
| Q3 2022 | $11,565,554,000 | +733754.9% | 416,726 | +1483.1% | 0.12% | +675.0% |
| Q2 2022 | $1,576,000 | -14.6% | 26,323 | -1.7% | 0.02% | -15.8% |
| Q1 2022 | $1,845,000 | +23.7% | 26,768 | +30.6% | 0.02% | +26.7% |
| Q4 2021 | $1,492,000 | -13.1% | 20,495 | -16.7% | 0.02% | -11.8% |
| Q3 2021 | $1,717,000 | -40.6% | 24,593 | -39.9% | 0.02% | -48.5% |
| Q2 2021 | $2,890,000 | +8.9% | 40,910 | +3.1% | 0.03% | -2.9% |
| Q1 2021 | $2,655,000 | -23.4% | 39,669 | -26.5% | 0.03% | -15.0% |
| Q4 2020 | $3,465,000 | -99.8% | 53,961 | +40.3% | 0.04% | -4.8% |
| Q3 2020 | $2,231,000,000 | – | 38,467 | – | 0.04% | – |
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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% |