ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,549,135 | -30.9% | 193,916 | -28.3% | 0.32% | -30.3% |
| Q2 2023 | $10,924,894 | -58.8% | 270,352 | -59.4% | 0.46% | -61.4% |
| Q1 2023 | $26,544,578 | -46.5% | 665,944 | -49.0% | 1.21% | -49.3% |
| Q4 2022 | $49,657,542 | -5.6% | 1,306,435 | -9.1% | 2.38% | -25.4% |
| Q3 2022 | $52,602,000 | -13.9% | 1,436,945 | -8.3% | 3.19% | -30.6% |
| Q2 2022 | $61,080,000 | -7.1% | 1,567,752 | +2.4% | 4.60% | +37.6% |
| Q1 2022 | $65,766,000 | -4.7% | 1,530,555 | +0.9% | 3.34% | -0.7% |
| Q4 2021 | $68,990,000 | +0.1% | 1,517,044 | -1.5% | 3.36% | -8.4% |
| Q3 2021 | $68,912,000 | -4.2% | 1,540,276 | -3.5% | 3.67% | +27.5% |
| Q2 2021 | $71,930,000 | +13.3% | 1,596,708 | +9.5% | 2.88% | +3.6% |
| Q1 2021 | $63,492,000 | +4.4% | 1,458,013 | +3.5% | 2.78% | -5.6% |
| Q4 2020 | $60,839,000 | +1.0% | 1,408,391 | -4.1% | 2.94% | +1.2% |
| Q3 2020 | $60,265,000 | -2.8% | 1,468,057 | -5.6% | 2.91% | -11.7% |
| Q2 2020 | $62,012,000 | +3.7% | 1,554,993 | -4.5% | 3.30% | -14.9% |
| Q1 2020 | $59,801,000 | -28.7% | 1,627,679 | -22.2% | 3.87% | -3.8% |
| Q4 2019 | $83,913,000 | +3.5% | 2,090,987 | +1.4% | 4.02% | +3.3% |
| Q3 2019 | $81,062,000 | +10.8% | 2,062,989 | +10.0% | 3.89% | +6.2% |
| Q2 2019 | $73,163,000 | +18.8% | 1,875,026 | +15.8% | 3.66% | +26.3% |
| Q1 2019 | $61,589,000 | -18.1% | 1,618,523 | -22.7% | 2.90% | -24.5% |
| Q4 2018 | $75,188,000 | +3.0% | 2,093,161 | +8.7% | 3.84% | -11.0% |
| Q3 2018 | $72,994,000 | -0.5% | 1,926,429 | -1.4% | 4.32% | -7.8% |
| Q2 2018 | $73,349,000 | +2.0% | 1,954,618 | +2.6% | 4.68% | -4.8% |
| Q1 2018 | $71,929,000 | +2.2% | 1,904,551 | +3.4% | 4.92% | -8.6% |
| Q4 2017 | $70,355,000 | +6.5% | 1,841,217 | +5.8% | 5.38% | -9.3% |
| Q3 2017 | $66,063,000 | +0.6% | 1,740,114 | -1.1% | 5.94% | +24.4% |
| Q2 2017 | $65,672,000 | +3.6% | 1,760,216 | +0.9% | 4.77% | -10.2% |
| Q1 2017 | $63,404,000 | +19.6% | 1,744,253 | +15.9% | 5.32% | +0.7% |
| Q4 2016 | $53,031,000 | +7.8% | 1,505,273 | +9.1% | 5.28% | -48.4% |
| Q3 2016 | $49,185,000 | +965.5% | 1,379,666 | +955.1% | 10.23% | +130.8% |
| Q2 2016 | $4,616,000 | +21.2% | 130,760 | +19.4% | 4.43% | +47.0% |
| Q1 2016 | $3,810,000 | +66.8% | 109,495 | +63.2% | 3.02% | +242.7% |
| Q4 2015 | $2,284,000 | – | 67,078 | – | 0.88% | – |
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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% |