ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 218 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,887,801 | -11.2% | 43,892 | -11.7% | 0.00% | 0.0% |
Q1 2024 | $2,126,878 | -34.8% | 49,717 | -36.7% | 0.00% | -40.0% |
Q4 2023 | $3,261,656 | +78.1% | 78,575 | +67.1% | 0.01% | +66.7% |
Q3 2023 | $1,831,013 | -16.9% | 47,033 | -13.7% | 0.00% | -25.0% |
Q2 2023 | $2,203,271 | -0.3% | 54,523 | -1.7% | 0.00% | 0.0% |
Q1 2023 | $2,209,770 | -51.8% | 55,438 | -54.1% | 0.00% | -55.6% |
Q4 2022 | $4,586,898 | +84.4% | 120,677 | +77.7% | 0.01% | +50.0% |
Q3 2022 | $2,487,000 | +17.9% | 67,918 | +25.4% | 0.01% | +20.0% |
Q2 2022 | $2,110,000 | -33.2% | 54,161 | -26.3% | 0.01% | -16.7% |
Q1 2022 | $3,160,000 | +13.7% | 73,530 | +20.3% | 0.01% | +20.0% |
Q4 2021 | $2,779,000 | -3.2% | 61,109 | -4.7% | 0.01% | -16.7% |
Q3 2021 | $2,870,000 | -8.8% | 64,151 | -8.2% | 0.01% | 0.0% |
Q2 2021 | $3,147,000 | +1.8% | 69,856 | -1.6% | 0.01% | -14.3% |
Q1 2021 | $3,091,000 | +33.2% | 70,975 | +32.1% | 0.01% | +16.7% |
Q4 2020 | $2,320,000 | +15.0% | 53,709 | +9.3% | 0.01% | 0.0% |
Q3 2020 | $2,017,000 | -5.4% | 49,133 | -8.1% | 0.01% | -14.3% |
Q2 2020 | $2,132,000 | +29.7% | 53,483 | +19.5% | 0.01% | 0.0% |
Q1 2020 | $1,644,000 | -42.7% | 44,737 | -37.4% | 0.01% | -22.2% |
Q4 2019 | $2,870,000 | +28.5% | 71,506 | +25.8% | 0.01% | +12.5% |
Q3 2019 | $2,233,000 | +2.1% | 56,835 | +1.4% | 0.01% | 0.0% |
Q2 2019 | $2,188,000 | -27.5% | 56,066 | -29.3% | 0.01% | -33.3% |
Q1 2019 | $3,017,000 | -45.0% | 79,271 | -48.5% | 0.01% | -58.6% |
Q4 2018 | $5,488,000 | +151.2% | 153,823 | +166.7% | 0.03% | +190.0% |
Q3 2018 | $2,185,000 | -7.1% | 57,666 | -8.0% | 0.01% | -16.7% |
Q2 2018 | $2,352,000 | -25.6% | 62,673 | -25.1% | 0.01% | -33.3% |
Q1 2018 | $3,162,000 | -30.4% | 83,720 | -29.9% | 0.02% | -35.7% |
Q4 2017 | $4,541,000 | -6.7% | 119,363 | -6.9% | 0.03% | -9.7% |
Q3 2017 | $4,869,000 | -1.2% | 128,245 | -3.1% | 0.03% | -8.8% |
Q2 2017 | $4,930,000 | +15.8% | 132,283 | +12.9% | 0.03% | +6.2% |
Q1 2017 | $4,258,000 | -40.3% | 117,125 | -42.2% | 0.03% | -46.7% |
Q4 2016 | $7,135,000 | +138.7% | 202,533 | +144.5% | 0.06% | +122.2% |
Q3 2016 | $2,989,000 | -8.6% | 82,821 | -10.6% | 0.03% | -15.6% |
Q2 2016 | $3,269,000 | +3.9% | 92,630 | +2.5% | 0.03% | -11.1% |
Q1 2016 | $3,146,000 | +8.0% | 90,405 | +5.6% | 0.04% | +5.9% |
Q4 2015 | $2,914,000 | +4.9% | 85,588 | +4.3% | 0.03% | -26.1% |
Q3 2015 | $2,777,000 | +451.0% | 82,035 | +426.9% | 0.05% | +206.7% |
Q2 2013 | $504,000 | – | 15,569 | – | 0.02% | – |
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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% |