ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 217 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $762 | -96.0% | 12 | -95.8% | 0.00% | -100.0% |
| Q2 2023 | $19,040 | +4.3% | 287 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $18,250 | +6.4% | 287 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $17,148 | +7.2% | 287 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | -5.9% | 287 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -15.0% | 287 | -1.4% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | +81.8% | 291 | +90.2% | 0.00% | +50.0% |
| Q4 2021 | $11,000 | +1000.0% | 153 | +856.2% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | -83.3% | 16 | -85.6% | 0.00% | -100.0% |
| Q2 2020 | $6,000 | -33.3% | 111 | -28.8% | 0.00% | -50.0% |
| Q4 2019 | $9,000 | +12.5% | 156 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -11.1% | 156 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $9,000 | +12.5% | 156 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $8,000 | +33.3% | 156 | +34.5% | 0.01% | +25.0% |
| Q4 2018 | $6,000 | +100.0% | 116 | +100.0% | 0.00% | +100.0% |
| Q3 2018 | $3,000 | – | 58 | – | 0.00% | – |
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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% |