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 | $1,397,107 | -12.8% | 22,005 | -8.9% | 0.00% | 0.0% |
| Q2 2023 | $1,602,841 | +41.9% | 24,161 | +36.0% | 0.00% | 0.0% |
| Q1 2023 | $1,129,661 | -98.0% | 17,765 | -98.1% | 0.00% | -97.7% |
| Q4 2022 | $57,148,365 | +1933.0% | 956,458 | +1787.0% | 0.09% | +1620.0% |
| Q3 2022 | $2,811,000 | -87.6% | 50,686 | -86.6% | 0.01% | -86.1% |
| Q2 2022 | $22,717,000 | +1144.8% | 379,312 | +1332.9% | 0.04% | +1700.0% |
| Q1 2022 | $1,825,000 | -24.4% | 26,471 | -20.2% | 0.00% | -33.3% |
| Q4 2021 | $2,415,000 | +88.8% | 33,170 | +81.0% | 0.00% | +50.0% |
| Q3 2021 | $1,279,000 | -1.8% | 18,322 | -0.6% | 0.00% | 0.0% |
| Q2 2021 | $1,302,000 | +41.5% | 18,437 | +34.2% | 0.00% | 0.0% |
| Q1 2021 | $920,000 | -57.0% | 13,741 | -58.8% | 0.00% | -50.0% |
| Q4 2020 | $2,142,000 | +191.4% | 33,377 | +163.5% | 0.00% | +100.0% |
| Q3 2020 | $735,000 | -87.5% | 12,665 | -88.2% | 0.00% | -85.7% |
| Q2 2020 | $5,899,000 | +889.8% | 107,513 | +757.2% | 0.01% | +600.0% |
| Q1 2020 | $596,000 | -45.8% | 12,543 | -33.9% | 0.00% | 0.0% |
| Q4 2019 | $1,100,000 | -28.4% | 18,967 | -32.2% | 0.00% | -50.0% |
| Q3 2019 | $1,536,000 | -47.1% | 27,957 | -46.9% | 0.00% | -42.9% |
| Q2 2019 | $2,902,000 | +0.3% | 52,615 | -2.6% | 0.01% | -12.5% |
| Q1 2019 | $2,893,000 | +56.9% | 54,025 | +42.3% | 0.01% | +33.3% |
| Q4 2018 | $1,844,000 | -36.2% | 37,965 | -28.1% | 0.01% | -25.0% |
| Q3 2018 | $2,889,000 | +5.1% | 52,816 | +2.7% | 0.01% | 0.0% |
| Q2 2018 | $2,748,000 | +13.7% | 51,429 | +13.8% | 0.01% | 0.0% |
| Q1 2018 | $2,417,000 | +108.2% | 45,185 | +109.8% | 0.01% | +100.0% |
| Q4 2017 | $1,161,000 | +12.5% | 21,542 | +11.8% | 0.00% | 0.0% |
| Q3 2017 | $1,032,000 | +11.7% | 19,266 | +8.0% | 0.00% | +33.3% |
| Q2 2017 | $924,000 | +40.6% | 17,844 | +35.7% | 0.00% | 0.0% |
| Q1 2017 | $657,000 | – | 13,150 | – | 0.00% | – |
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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% |