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 | $2,423,994 | +18.6% | 34,762 | +25.0% | 0.01% | 0.0% |
| Q1 2024 | $2,043,405 | +5.0% | 27,817 | -1.3% | 0.01% | -12.5% |
| Q4 2023 | $1,945,662 | +2.1% | 28,178 | -6.1% | 0.02% | -15.8% |
| 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 | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |