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 | $1,264,213 | -7.3% | 19,912 | -3.1% | 0.32% | -0.3% |
| Q2 2023 | $1,363,420 | +5.0% | 20,552 | +0.7% | 0.32% | -3.4% |
| Q1 2023 | $1,298,381 | +5.9% | 20,418 | -0.5% | 0.33% | -9.2% |
| Q4 2022 | $1,225,831 | +10.5% | 20,516 | +10.7% | 0.36% | +4.0% |
| Q2 2022 | $1,109,000 | -14.1% | 18,525 | -1.1% | 0.35% | +6.1% |
| Q1 2022 | $1,291,000 | -6.4% | 18,723 | -1.2% | 0.33% | -1.2% |
| Q4 2021 | $1,379,000 | +29.5% | 18,942 | +24.2% | 0.33% | +4.1% |
| Q3 2021 | $1,065,000 | -22.8% | 15,250 | -21.9% | 0.32% | -7.6% |
| Q2 2021 | $1,379,000 | +2.5% | 19,519 | +0.0% | 0.34% | +1.5% |
| Q1 2021 | $1,346,000 | +8.8% | 19,511 | +5.1% | 0.34% | +0.3% |
| Q4 2020 | $1,237,000 | – | 18,561 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arden Trust Co | 266,687 | $15,934,552 | 3.24% |
| Fort Henry Capital, LLC | 48,212 | $2,880,667 | 2.61% |
| Consilium Wealth Advisory, LLC | 47,675 | $2,848,581 | 2.43% |
| Archvest Wealth Advisors, Inc. | 39,579 | $2,364,856 | 2.34% |
| Allen Capital Group, LLC | 39,579 | $2,364,856 | 2.34% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 84,847 | $5,069,579 | 2.17% |
| UNIQUE WEALTH, LLC | 63,361 | $3,785,801 | 2.02% |
| PATTON ALBERTSON MILLER GROUP, LLC | 111,334 | $6,652,191 | 1.22% |
| Weaver Consulting Group | 38,014 | $2,271,321 | 1.16% |
| Legacy Financial Group LLC | 64,684 | $3,864,896 | 1.16% |