ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 221 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,448 | -2.8% | 99,596 | -4.5% | 0.01% | -7.7% |
| Q1 2024 | $7,660 | -28.3% | 104,280 | -32.6% | 0.01% | -35.0% |
| Q4 2023 | $10,682 | +95.4% | 154,698 | +79.7% | 0.02% | +81.8% |
| Q3 2023 | $5,466 | +0.8% | 86,085 | +5.3% | 0.01% | 0.0% |
| Q2 2023 | $5,424 | +3.9% | 81,755 | -0.4% | 0.01% | 0.0% |
| Q1 2023 | $5,219 | +7.5% | 82,077 | +1.0% | 0.01% | -8.3% |
| Q4 2022 | $4,856 | -99.9% | 81,277 | -26.5% | 0.01% | -25.0% |
| Q3 2022 | $6,135,000 | -12.1% | 110,647 | -5.1% | 0.02% | -11.1% |
| Q2 2022 | $6,980,000 | -14.2% | 116,555 | -1.2% | 0.02% | -5.3% |
| Q1 2022 | $8,131,000 | -28.1% | 117,957 | -24.0% | 0.02% | -24.0% |
| Q4 2021 | $11,301,000 | -8.8% | 155,192 | -12.6% | 0.02% | -19.4% |
| Q3 2021 | $12,393,000 | +20.0% | 177,533 | +21.5% | 0.03% | +19.2% |
| Q2 2021 | $10,324,000 | +10.8% | 146,129 | +5.0% | 0.03% | 0.0% |
| Q1 2021 | $9,318,000 | -4.0% | 139,221 | -8.0% | 0.03% | -10.3% |
| Q4 2020 | $9,707,000 | +13.3% | 151,255 | +2.4% | 0.03% | 0.0% |
| Q3 2020 | $8,568,000 | +5.4% | 147,736 | -0.3% | 0.03% | -6.5% |
| Q2 2020 | $8,131,000 | +8.9% | 148,169 | -5.8% | 0.03% | -11.4% |
| Q1 2020 | $7,467,000 | -34.3% | 157,347 | -19.6% | 0.04% | -18.6% |
| Q4 2019 | $11,357,000 | -1.8% | 195,815 | -7.0% | 0.04% | -12.2% |
| Q3 2019 | $11,564,000 | -3.3% | 210,575 | -2.9% | 0.05% | -7.5% |
| Q2 2019 | $11,955,000 | +2.1% | 216,775 | -0.9% | 0.05% | -1.9% |
| Q1 2019 | $11,704,000 | +13.7% | 218,697 | +3.2% | 0.05% | -1.8% |
| Q4 2018 | $10,293,000 | -1.5% | 212,012 | +10.8% | 0.06% | +10.0% |
| Q3 2018 | $10,448,000 | +86.3% | 191,266 | +82.2% | 0.05% | +72.4% |
| Q2 2018 | $5,607,000 | +3.0% | 105,001 | +3.2% | 0.03% | -3.3% |
| Q1 2018 | $5,444,000 | +7.2% | 101,769 | +8.0% | 0.03% | +7.1% |
| Q4 2017 | $5,078,000 | – | 94,242 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 182,968 | $9,789,000 | 4.22% |
| Legacy Financial Strategies, LLC | 53,416 | $2,858,000 | 2.79% |
| MARINO, STRAM & ASSOCIATES LLC | 51,334 | $2,746,000 | 2.54% |
| Madrona Financial Services, LLC | 56,503 | $3,023,000 | 2.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 71,701 | $3,836,000 | 1.72% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 31,245 | $1,671,000 | 1.24% |
| Shakespeare Wealth Management, LLC | 25,900 | $1,386,000 | 1.20% |
| Archford Capital Strategies, LLC | 49,031 | $2,743,000 | 1.14% |
| LBMC INVESTMENT ADVISORS, LLC | 120,839 | $6,465,000 | 1.12% |
| Canal Capital Management, LLC | 26,251 | $1,404,000 | 0.81% |