ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 248 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $838,695 | +84788.2% | 19,500 | -15.6% | 0.00% | -50.0% |
| Q1 2024 | $988 | +28.8% | 23,100 | +17.3% | 0.00% | +100.0% |
| Q3 2023 | $767 | -45.0% | 19,700 | -42.9% | 0.00% | -50.0% |
| Q2 2023 | $1,394 | -11.7% | 34,500 | -12.9% | 0.00% | 0.0% |
| Q1 2023 | $1,578 | +531.2% | 39,600 | +502.5% | 0.00% | – |
| Q4 2022 | $250 | -99.9% | 6,573 | -9.5% | 0.00% | – |
| Q3 2022 | $266,000 | -57.0% | 7,259 | -54.3% | 0.00% | -100.0% |
| Q2 2022 | $619,000 | +59.9% | 15,900 | +76.7% | 0.00% | – |
| Q1 2022 | $387,000 | -79.0% | 9,000 | -78.9% | 0.00% | -100.0% |
| Q4 2020 | $1,845,000 | +51.9% | 42,700 | +44.2% | 0.00% | +100.0% |
| Q3 2020 | $1,215,000 | -11.7% | 29,605 | -14.2% | 0.00% | 0.0% |
| Q2 2020 | $1,376,000 | +341.0% | 34,500 | +305.9% | 0.00% | – |
| Q1 2020 | $312,000 | -71.4% | 8,500 | -68.7% | 0.00% | -100.0% |
| Q4 2019 | $1,090,000 | +150.0% | 27,163 | +144.7% | 0.00% | – |
| Q3 2019 | $436,000 | +18.8% | 11,100 | +18.1% | 0.00% | – |
| Q2 2019 | $367,000 | -31.4% | 9,400 | -33.2% | 0.00% | -100.0% |
| Q4 2017 | $535,000 | – | 14,073 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESTON WEALTH MANAGEMENT LLC | 136,685 | $5,239,000 | 4.20% |
| Planning Solutions Group LLC | 176,245 | $6,708,000 | 3.59% |
| SlateStone Wealth, LLC | 278,545 | $10,601,000 | 3.26% |
| PATTON ALBERTSON MILLER GROUP, LLC | 156,228 | $5,946,000 | 3.01% |
| TIEDEMANN ADVISORS, LLC | 1,618,523 | $61,589,000 | 2.90% |
| Madrona Financial Services, LLC | 67,217 | $2,558,000 | 2.80% |
| Weaver Consulting Group | 176,293 | $6,786,000 | 1.91% |
| Darwin Wealth Management, LLC | 147,889 | $5,629,000 | 1.85% |
| Madden Advisory Services, Inc. | 73,676 | $2,804,000 | 1.50% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 91,270 | $3,474,000 | 1.08% |