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 | $651,178 | -10.2% | 16,822 | -5.7% | 0.08% | -6.6% |
| Q2 2023 | $725,282 | +1.7% | 17,833 | -0.4% | 0.09% | -6.2% |
| Q1 2023 | $712,830 | -10.1% | 17,910 | -9.8% | 0.10% | -11.0% |
| Q4 2022 | $793,280 | +13.0% | 19,862 | +4.0% | 0.11% | +2.8% |
| Q3 2022 | $702,000 | -23.9% | 19,097 | -18.2% | 0.11% | -19.7% |
| Q2 2022 | $923,000 | -17.2% | 23,332 | -12.5% | 0.13% | -16.5% |
| Q1 2022 | $1,115,000 | -7.0% | 26,662 | +1.1% | 0.16% | -0.6% |
| Q4 2021 | $1,199,000 | +0.1% | 26,377 | -0.8% | 0.16% | -11.2% |
| Q3 2021 | $1,198,000 | -2.1% | 26,589 | -2.3% | 0.18% | -4.3% |
| Q2 2021 | $1,224,000 | -0.5% | 27,205 | -2.8% | 0.19% | -4.1% |
| Q1 2021 | $1,230,000 | +2.9% | 27,996 | +1.2% | 0.20% | -4.9% |
| Q4 2020 | $1,195,000 | +11.5% | 27,670 | +2.9% | 0.20% | -11.3% |
| Q2 2020 | $1,072,000 | +8.5% | 26,881 | -0.0% | 0.23% | -23.3% |
| Q1 2020 | $988,000 | -11.2% | 26,890 | -3.0% | 0.30% | -10.4% |
| Q4 2019 | $1,112,000 | +4.0% | 27,715 | +1.8% | 0.34% | -4.0% |
| Q3 2019 | $1,069,000 | -30.9% | 27,214 | -19.1% | 0.35% | -32.6% |
| Q2 2019 | $1,547,000 | +41.0% | 33,627 | +16.7% | 0.52% | +33.8% |
| Q1 2019 | $1,097,000 | +35.8% | 28,818 | +35.2% | 0.39% | +33.8% |
| Q4 2018 | $808,000 | 0.0% | 21,313 | 0.0% | 0.29% | 0.0% |
| Q3 2018 | $808,000 | +21.9% | 21,313 | +20.7% | 0.29% | +16.0% |
| Q2 2018 | $663,000 | +24.4% | 17,655 | +25.1% | 0.25% | +23.8% |
| Q1 2018 | $533,000 | -89.3% | 14,115 | -46.1% | 0.20% | -88.9% |
| Q4 2017 | $4,972,000 | +1694.9% | 26,200 | +258.8% | 1.82% | +1596.3% |
| Q3 2017 | $277,000 | +10.4% | 7,303 | +8.5% | 0.11% | +5.9% |
| Q2 2017 | $251,000 | 0.0% | 6,728 | -2.4% | 0.10% | -1.9% |
| Q1 2017 | $251,000 | – | 6,893 | – | 0.10% | – |
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% |