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 | $464,049 | +4.1% | 7,309 | +8.8% | 0.26% | +10.7% |
| Q2 2023 | $445,673 | +10.5% | 6,718 | +5.9% | 0.23% | +6.9% |
| Q1 2023 | $403,224 | +7.6% | 6,341 | +1.1% | 0.22% | -0.9% |
| Q4 2022 | $374,693 | +8.9% | 6,271 | +0.5% | 0.22% | -1.8% |
| Q3 2022 | $344,000 | -7.8% | 6,237 | -0.5% | 0.22% | -3.9% |
| Q2 2022 | $373,000 | -12.4% | 6,271 | +1.4% | 0.23% | -16.2% |
| Q1 2022 | $426,000 | +0.5% | 6,183 | +1.8% | 0.28% | -6.1% |
| Q3 2021 | $424,000 | -0.9% | 6,072 | +0.2% | 0.30% | -2.3% |
| Q2 2021 | $428,000 | +12.9% | 6,059 | +7.0% | 0.30% | -1.9% |
| Q1 2021 | $379,000 | +4.1% | 5,664 | 0.0% | 0.31% | +6.9% |
| Q4 2020 | $364,000 | – | 5,664 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fort Henry Capital, LLC | 59,288 | $3,805,000 | 3.80% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 75,500 | $4,846,000 | 3.34% |
| Peregrine Asset Advisers, Inc. | 101,428 | $6,510,000 | 3.04% |
| PATTON ALBERTSON MILLER GROUP, LLC | 104,422 | $7,028,000 | 1.67% |
| Ahrens Investment Partners LLC | 46,536 | $2,987,000 | 1.60% |
| Trilogy Capital Inc. | 292,398 | $18,766,000 | 1.53% |
| Madrona Financial Services, LLC | 35,062 | $2,250,000 | 1.26% |
| Weaver Consulting Group | 30,765 | $1,974,000 | 1.23% |
| LBMC INVESTMENT ADVISORS, LLC | 160,681 | $10,313,000 | 1.22% |
| MARINO, STRAM & ASSOCIATES LLC | 39,464 | $2,533,000 | 1.12% |