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 | $1,998,256 | +17.3% | 31,476 | +22.6% | 0.00% | 0.0% |
| Q2 2023 | $1,703,694 | -5.2% | 25,681 | -9.1% | 0.00% | 0.0% |
| Q1 2023 | $1,796,507 | +13.4% | 28,251 | +6.6% | 0.00% | 0.0% |
| Q4 2022 | $1,584,000 | +4.9% | 26,511 | -2.7% | 0.00% | 0.0% |
| Q3 2022 | $1,510,000 | +4.4% | 27,237 | +12.8% | 0.00% | 0.0% |
| Q2 2022 | $1,446,000 | -17.4% | 24,151 | -4.9% | 0.00% | 0.0% |
| Q1 2022 | $1,750,000 | +13.9% | 25,384 | +20.4% | 0.00% | – |
| Q4 2021 | $1,536,000 | -7.9% | 21,087 | -11.8% | 0.00% | -100.0% |
| Q3 2021 | $1,668,000 | +3.9% | 23,906 | +5.2% | 0.00% | – |
| Q2 2021 | $1,605,000 | +22.8% | 22,715 | +16.3% | 0.00% | – |
| Q1 2021 | $1,307,000 | +7.9% | 19,533 | +5.3% | 0.00% | – |
| Q4 2020 | $1,211,000 | -24.1% | 18,546 | -15.9% | 0.00% | -100.0% |
| Q3 2020 | $1,595,000 | +14.7% | 22,050 | -13.0% | 0.00% | 0.0% |
| Q2 2020 | $1,391,000 | +6.3% | 25,338 | -8.0% | 0.00% | 0.0% |
| Q1 2020 | $1,308,000 | -31.7% | 27,545 | -16.5% | 0.00% | 0.0% |
| Q4 2019 | $1,914,000 | -34.1% | 32,997 | -37.5% | 0.00% | 0.0% |
| Q3 2019 | $2,904,000 | +34.3% | 52,798 | +34.7% | 0.00% | 0.0% |
| Q2 2019 | $2,162,000 | -11.6% | 39,199 | -13.9% | 0.00% | 0.0% |
| Q1 2019 | $2,447,000 | +51.4% | 45,537 | +38.0% | 0.00% | 0.0% |
| Q4 2018 | $1,616,000 | +5.6% | 32,987 | +17.4% | 0.00% | 0.0% |
| Q3 2018 | $1,531,000 | +13.7% | 28,105 | +11.0% | 0.00% | 0.0% |
| Q2 2018 | $1,347,000 | -7.4% | 25,326 | -6.8% | 0.00% | 0.0% |
| Q1 2018 | $1,454,000 | -34.3% | 27,181 | -33.1% | 0.00% | 0.0% |
| Q4 2017 | $2,212,000 | +123.0% | 40,638 | +119.6% | 0.00% | – |
| Q3 2017 | $992,000 | +9.3% | 18,509 | +5.6% | 0.00% | – |
| Q2 2017 | $908,000 | +8.4% | 17,533 | +4.5% | 0.00% | – |
| Q1 2017 | $838,000 | +19.5% | 16,771 | +13.0% | 0.00% | – |
| Q4 2016 | $701,000 | +6.5% | 14,843 | +7.1% | 0.00% | – |
| Q3 2016 | $658,000 | +23.5% | 13,862 | +19.3% | 0.00% | – |
| Q2 2016 | $533,000 | -85.9% | 11,621 | -86.0% | 0.00% | -100.0% |
| Q1 2016 | $3,772,000 | +10.1% | 83,108 | +8.8% | 0.00% | 0.0% |
| Q4 2015 | $3,425,000 | +9.6% | 76,378 | +6.6% | 0.00% | 0.0% |
| Q3 2015 | $3,125,000 | -3.2% | 71,618 | +5.4% | 0.00% | 0.0% |
| Q2 2015 | $3,227,000 | +0.1% | 67,935 | +0.1% | 0.00% | 0.0% |
| Q1 2015 | $3,223,000 | +7.7% | 67,845 | +5.3% | 0.00% | 0.0% |
| Q4 2014 | $2,992,000 | +88.3% | 64,442 | +84.9% | 0.00% | +100.0% |
| Q3 2014 | $1,589,000 | +13.8% | 34,860 | +17.8% | 0.00% | 0.0% |
| Q2 2014 | $1,396,000 | +76.7% | 29,583 | +69.8% | 0.00% | – |
| Q1 2014 | $790,000 | +8677.8% | 17,425 | +8612.5% | 0.00% | – |
| Q4 2013 | $9,000 | – | 200 | – | 0.00% | – |
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% |