ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 219 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,978 | -98.8% | 60 | -98.8% | 0.00% | – |
| Q2 2023 | $336,307 | -79.2% | 5,050 | -81.3% | 0.00% | -100.0% |
| Q4 2022 | $1,613,466 | -11.8% | 26,949 | -11.5% | 0.00% | 0.0% |
| Q3 2022 | $1,829,000 | -1.5% | 30,462 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $1,857,000 | +86.3% | 30,399 | +113.6% | 0.00% | – |
| Q1 2022 | $997,000 | +18.1% | 14,232 | +23.3% | 0.00% | – |
| Q4 2021 | $844,000 | -20.6% | 11,538 | -23.1% | 0.00% | -100.0% |
| Q2 2021 | $1,063,000 | +53.6% | 15,000 | +48.1% | 0.00% | – |
| Q1 2021 | $692,000 | +53.1% | 10,130 | +20.8% | 0.00% | – |
| Q4 2017 | $452,000 | -3.4% | 8,388 | -4.0% | 0.00% | – |
| Q3 2017 | $468,000 | +28.9% | 8,737 | +24.8% | 0.00% | – |
| Q2 2017 | $363,000 | +2925.0% | 7,000 | +2561.6% | 0.00% | – |
| Q1 2016 | $12,000 | +50.0% | 263 | +41.4% | 0.00% | – |
| Q4 2015 | $8,000 | 0.0% | 186 | 0.0% | 0.00% | – |
| Q3 2015 | $8,000 | -11.1% | 186 | 0.0% | 0.00% | – |
| Q2 2015 | $9,000 | 0.0% | 186 | 0.0% | 0.00% | – |
| Q1 2015 | $9,000 | 0.0% | 186 | 0.0% | 0.00% | – |
| Q4 2014 | $9,000 | +28.6% | 186 | +29.2% | 0.00% | – |
| Q3 2014 | $7,000 | – | 144 | – | 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% |
| Allen Capital Group, LLC | 39,579 | $2,364,856 | 2.34% |
| Archvest Wealth Advisors, Inc. | 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% |