ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 219 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,607 | -6.9% | 16,973 | -2.7% | 0.37% | +0.8% |
| Q2 2023 | $1,157,491 | +5.9% | 17,448 | +1.5% | 0.36% | +1.1% |
| Q1 2023 | $1,093,439 | +8.2% | 17,195 | +1.7% | 0.36% | -3.0% |
| Q4 2022 | $1,010,511 | +7.5% | 16,912 | -0.3% | 0.37% | +3.9% |
| Q3 2022 | $940,222 | -3.1% | 16,956 | +4.7% | 0.36% | +1.4% |
| Q2 2022 | $969,810 | -9.4% | 16,193 | +4.2% | 0.35% | +3.5% |
| Q1 2022 | $1,070,853 | -8.2% | 15,533 | -3.1% | 0.34% | +1.2% |
| Q4 2021 | $1,166,887 | +15.3% | 16,024 | +10.5% | 0.34% | +8.4% |
| Q3 2021 | $1,011,930 | -5.5% | 14,495 | -4.4% | 0.31% | -5.5% |
| Q2 2021 | $1,070,703 | +86.3% | 15,155 | +76.5% | 0.33% | +70.3% |
| Q1 2021 | $574,677 | – | 8,586 | – | 0.19% | – |
Download | ||||||
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% |