ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 89 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,813 | -74.3% | 10,193 | -73.3% | 0.00% | – |
| Q2 2023 | $1,544,066 | +15.6% | 38,210 | +14.0% | 0.00% | – |
| Q1 2023 | $1,335,868 | +226.6% | 33,514 | +200.2% | 0.00% | – |
| Q3 2022 | $409,000 | -65.7% | 11,165 | -63.5% | 0.00% | – |
| Q2 2022 | $1,192,000 | -20.7% | 30,604 | -12.5% | 0.00% | – |
| Q1 2022 | $1,504,000 | +191.5% | 34,993 | +208.6% | 0.00% | – |
| Q4 2021 | $516,000 | -48.2% | 11,340 | -48.8% | 0.00% | – |
| Q2 2021 | $997,000 | -39.4% | 22,132 | -41.4% | 0.00% | – |
| Q1 2021 | $1,644,000 | +46.7% | 37,742 | +38.2% | 0.00% | – |
| Q3 2020 | $1,121,000 | +329.5% | 27,311 | +316.6% | 0.00% | – |
| Q2 2020 | $261,000 | +3.2% | 6,556 | -4.7% | 0.00% | – |
| Q1 2020 | $253,000 | -78.6% | 6,880 | -77.9% | 0.00% | -100.0% |
| Q1 2019 | $1,183,000 | -46.2% | 31,075 | -49.6% | 0.00% | 0.0% |
| Q4 2018 | $2,199,000 | +38.3% | 61,619 | +46.8% | 0.00% | 0.0% |
| Q3 2018 | $1,590,000 | +579.5% | 41,966 | +577.3% | 0.00% | – |
| Q1 2018 | $234,000 | -60.9% | 6,196 | -60.6% | 0.00% | – |
| Q4 2017 | $598,000 | -57.4% | 15,715 | -59.3% | 0.00% | -100.0% |
| Q1 2017 | $1,404,000 | +329.4% | 38,630 | +315.8% | 0.00% | – |
| Q4 2016 | $327,000 | -70.4% | 9,291 | -70.8% | 0.00% | -100.0% |
| Q1 2016 | $1,106,000 | +251.1% | 31,790 | +241.6% | 0.00% | – |
| Q3 2015 | $315,000 | – | 9,306 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |