ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 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 | $745,797 | -6.6% | 19,157 | -3.0% | 0.22% | -3.5% |
| Q2 2023 | $798,159 | -5.0% | 19,752 | -6.2% | 0.23% | -11.0% |
| Q1 2023 | $839,729 | +4.9% | 21,067 | 0.0% | 0.25% | +0.8% |
| Q4 2022 | $800,755 | -21.9% | 21,067 | -24.7% | 0.25% | -31.9% |
| Q3 2022 | $1,025,000 | +26.1% | 27,994 | +34.2% | 0.37% | +31.2% |
| Q2 2022 | $813,000 | -11.0% | 20,867 | -1.7% | 0.28% | -2.1% |
| Q1 2022 | $913,000 | -5.5% | 21,238 | 0.0% | 0.29% | -3.0% |
| Q4 2021 | $966,000 | +1.8% | 21,238 | +0.1% | 0.30% | -9.5% |
| Q3 2021 | $949,000 | -1.4% | 21,215 | -3.9% | 0.33% | -12.8% |
| Q1 2021 | $962,000 | +0.6% | 22,081 | -0.2% | 0.38% | -11.5% |
| Q4 2020 | $956,000 | +5.4% | 22,127 | +0.2% | 0.42% | -12.2% |
| Q3 2020 | $907,000 | +2.4% | 22,093 | -0.6% | 0.48% | -8.2% |
| Q2 2020 | $886,000 | +11.4% | 22,222 | +2.7% | 0.53% | -14.0% |
| Q1 2020 | $795,000 | -21.9% | 21,641 | -14.7% | 0.61% | -8.0% |
| Q4 2019 | $1,018,000 | +2.4% | 25,365 | +0.3% | 0.67% | -5.4% |
| Q3 2019 | $994,000 | -9.1% | 25,294 | -9.7% | 0.70% | -12.1% |
| Q2 2019 | $1,093,000 | +2.6% | 28,012 | +0.1% | 0.80% | +4.3% |
| Q1 2019 | $1,065,000 | +3.8% | 27,981 | -2.7% | 0.77% | -14.3% |
| Q4 2018 | $1,026,000 | -10.3% | 28,747 | -4.8% | 0.90% | -2.2% |
| Q3 2018 | $1,144,000 | +1.1% | 30,197 | +0.1% | 0.92% | -9.0% |
| Q2 2018 | $1,132,000 | -8.0% | 30,156 | -7.4% | 1.01% | -11.5% |
| Q1 2018 | $1,230,000 | -1.6% | 32,554 | -0.9% | 1.14% | -1.4% |
| Q4 2017 | $1,250,000 | – | 32,859 | – | 1.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 184,080 | $7,952,000 | 4.96% |
| IronBridge Private Wealth, LLC | 115,465 | $4,988,000 | 3.69% |
| RESTON WEALTH MANAGEMENT LLC | 130,445 | $5,635,000 | 3.20% |
| Beacon Financial Advisory LLC | 107,915 | $4,661,000 | 3.03% |
| TIEDEMANN ADVISORS, LLC | 1,408,391 | $60,839,000 | 2.94% |
| ARQ WEALTH ADVISORS, LLC | 107,906 | $4,662,000 | 2.93% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 173,998 | $7,517,000 | 2.85% |
| Thrive Capital Management, LLC | 57,340 | $2,477,000 | 2.64% |
| FURE FINANCIAL CORP | 71,088 | $3,071,000 | 2.18% |
| Trilogy Capital Inc. | 532,533 | $23,005,000 | 1.88% |