ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 174 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377 | -5.5% | 5,921 | -2.4% | 0.00% | 0.0% |
| Q2 2023 | $399 | +14.7% | 6,069 | +9.9% | 0.00% | 0.0% |
| Q1 2023 | $348 | +26.5% | 5,521 | +20.6% | 0.00% | 0.0% |
| Q4 2022 | $275 | -99.9% | 4,579 | -2.9% | 0.00% | 0.0% |
| Q3 2022 | $264,000 | -22.8% | 4,715 | -17.5% | 0.00% | 0.0% |
| Q2 2022 | $342,000 | -20.8% | 5,718 | -8.7% | 0.00% | 0.0% |
| Q1 2022 | $432,000 | -4.8% | 6,266 | -2.5% | 0.00% | 0.0% |
| Q4 2021 | $454,000 | +13.8% | 6,425 | +12.3% | 0.00% | 0.0% |
| Q3 2021 | $399,000 | -12.1% | 5,719 | -11.0% | 0.00% | 0.0% |
| Q2 2021 | $454,000 | -7.5% | 6,425 | -12.5% | 0.00% | 0.0% |
| Q1 2021 | $491,000 | -8.6% | 7,339 | -12.3% | 0.00% | 0.0% |
| Q4 2020 | $537,000 | -5.5% | 8,372 | -14.5% | 0.00% | -50.0% |
| Q3 2020 | $568,000 | +147.0% | 9,793 | +134.8% | 0.00% | +100.0% |
| Q2 2019 | $230,000 | -23.8% | 4,170 | -26.2% | 0.00% | 0.0% |
| Q1 2019 | $302,000 | – | 5,648 | – | 0.00% | – |
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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% |