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 | $889,783 | -3.6% | 14,015 | +0.7% | 0.02% | 0.0% |
| Q2 2023 | $923,025 | +7.7% | 13,914 | +3.3% | 0.02% | 0.0% |
| Q1 2023 | $856,964 | -3.7% | 13,476 | -9.5% | 0.02% | -10.0% |
| Q4 2022 | $889,761 | +2.7% | 14,891 | -4.7% | 0.02% | -4.8% |
| Q3 2022 | $866,000 | -6.7% | 15,624 | +0.8% | 0.02% | -4.5% |
| Q2 2022 | $928,000 | -12.9% | 15,497 | +0.2% | 0.02% | 0.0% |
| Q1 2022 | $1,066,000 | -5.3% | 15,461 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $1,126,000 | +5.3% | 15,461 | +1.0% | 0.02% | 0.0% |
| Q3 2021 | $1,069,000 | -0.7% | 15,315 | +0.5% | 0.02% | 0.0% |
| Q2 2021 | $1,076,000 | +5.7% | 15,236 | +0.2% | 0.02% | -8.0% |
| Q1 2021 | $1,018,000 | +4.3% | 15,212 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $976,000 | +11.5% | 15,212 | +0.9% | 0.03% | 0.0% |
| Q3 2020 | $875,000 | +4.8% | 15,078 | -0.9% | 0.03% | -3.7% |
| Q2 2020 | $835,000 | +8.7% | 15,208 | -6.1% | 0.03% | -6.9% |
| Q1 2020 | $768,000 | -17.5% | 16,190 | +0.9% | 0.03% | -3.3% |
| Q4 2019 | $931,000 | +304.8% | 16,046 | +283.1% | 0.03% | +275.0% |
| Q3 2019 | $230,000 | – | 4,188 | – | 0.01% | – |
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% |