ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $101,584 | -4.3% | 1,600 | 0.0% | 0.00% | – |
| Q2 2023 | $106,144 | +11.3% | 1,600 | +6.7% | 0.00% | – |
| Q1 2023 | $95,385 | +6.4% | 1,500 | -0.1% | 0.00% | – |
| Q4 2022 | $89,685 | +8.1% | 1,501 | +0.1% | 0.00% | – |
| Q3 2022 | $83,000 | – | 1,500 | +49900.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 3 | -99.9% | 0.00% | – |
| Q2 2021 | $244,000 | -16.2% | 3,451 | -20.7% | 0.00% | – |
| Q1 2021 | $291,000 | +59.0% | 4,350 | +52.6% | 0.00% | – |
| Q4 2020 | $183,000 | +21.2% | 2,851 | +9.7% | 0.00% | – |
| Q3 2020 | $151,000 | -66.3% | 2,600 | -66.4% | 0.00% | – |
| Q4 2019 | $448,000 | +1766.7% | 7,732 | +1446.4% | 0.00% | – |
| Q4 2018 | $24,000 | -11.1% | 500 | 0.0% | 0.00% | – |
| Q3 2018 | $27,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2018 | $27,000 | -78.0% | 500 | -78.3% | 0.00% | – |
| Q1 2018 | $123,000 | +127.8% | 2,300 | +130.0% | 0.00% | – |
| Q4 2017 | $54,000 | -8.5% | 1,000 | -9.1% | 0.00% | – |
| Q3 2017 | $59,000 | +181.0% | 1,100 | +148.3% | 0.00% | – |
| Q3 2016 | $21,000 | +5.0% | 443 | 0.0% | 0.00% | – |
| Q2 2016 | $20,000 | 0.0% | 443 | 0.0% | 0.00% | – |
| Q1 2016 | $20,000 | -77.0% | 443 | -77.2% | 0.00% | – |
| Q4 2015 | $87,000 | +357.9% | 1,943 | +338.6% | 0.00% | – |
| Q3 2015 | $19,000 | +58.3% | 443 | +77.2% | 0.00% | – |
| Q4 2014 | $12,000 | +9.1% | 250 | 0.0% | 0.00% | – |
| Q3 2014 | $11,000 | -8.3% | 250 | 0.0% | 0.00% | – |
| Q2 2014 | $12,000 | +9.1% | 250 | 0.0% | 0.00% | – |
| Q1 2014 | $11,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q4 2013 | $11,000 | +10.0% | 250 | 0.0% | 0.00% | – |
| Q3 2013 | $10,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q2 2013 | $10,000 | – | 250 | – | 0.00% | – |
Download | ||||||
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% |