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 | $1,482,339 | -19.4% | 38,077 | -16.3% | 0.29% | -18.0% |
| Q2 2023 | $1,838,576 | -38.7% | 45,498 | -39.6% | 0.36% | -35.5% |
| Q1 2023 | $3,000,582 | -46.6% | 75,278 | -49.0% | 0.55% | -46.7% |
| Q4 2022 | $5,614,344 | +270.6% | 147,707 | +256.9% | 1.03% | +216.3% |
| Q3 2022 | $1,515,000 | -36.9% | 41,385 | -32.8% | 0.33% | -33.5% |
| Q2 2022 | $2,400,000 | -41.4% | 61,609 | -35.3% | 0.49% | -30.4% |
| Q1 2022 | $4,094,000 | -22.5% | 95,283 | -18.0% | 0.70% | -17.7% |
| Q4 2021 | $5,284,000 | +27.5% | 116,211 | +25.4% | 0.86% | +8.0% |
| Q3 2021 | $4,145,000 | -17.6% | 92,640 | -17.1% | 0.79% | -30.9% |
| Q2 2021 | $5,033,000 | +2.8% | 111,715 | -0.6% | 1.15% | -3.2% |
| Q1 2021 | $4,896,000 | -6.7% | 112,431 | -5.8% | 1.18% | -5.0% |
| Q4 2020 | $5,247,000 | -1.7% | 119,365 | -8.2% | 1.25% | -17.6% |
| Q3 2020 | $5,338,000 | +2.1% | 130,048 | -0.8% | 1.51% | -0.6% |
| Q2 2020 | $5,228,000 | +8.5% | 131,127 | -0.1% | 1.52% | -6.6% |
| Q1 2020 | $4,820,000 | -13.1% | 131,202 | -5.1% | 1.63% | +12.0% |
| Q4 2019 | $5,546,000 | -1.5% | 138,191 | -3.5% | 1.45% | -8.8% |
| Q3 2019 | $5,628,000 | -1.5% | 143,231 | -3.1% | 1.60% | -3.3% |
| Q2 2019 | $5,715,000 | -3.9% | 147,745 | -5.4% | 1.65% | -45.3% |
| Q1 2019 | $5,946,000 | -9.6% | 156,228 | -12.1% | 3.01% | -14.0% |
| Q4 2018 | $6,574,000 | +467.7% | 177,724 | +453.3% | 3.51% | +497.3% |
| Q3 2018 | $1,158,000 | -4.4% | 32,118 | -0.5% | 0.59% | -3.9% |
| Q2 2018 | $1,211,000 | -8.0% | 32,267 | -7.4% | 0.61% | +3.2% |
| Q1 2018 | $1,316,000 | -17.8% | 34,835 | -17.2% | 0.59% | -9.3% |
| Q4 2017 | $1,601,000 | +0.1% | 42,079 | -0.2% | 0.65% | -6.3% |
| Q3 2017 | $1,600,000 | -1.7% | 42,158 | -2.6% | 0.70% | -3.6% |
| Q2 2017 | $1,628,000 | -1.9% | 43,275 | -4.4% | 0.72% | +5.2% |
| Q1 2017 | $1,660,000 | +17.2% | 45,251 | +12.6% | 0.69% | +13.4% |
| Q4 2016 | $1,416,000 | -1.9% | 40,191 | +0.5% | 0.61% | -4.7% |
| Q3 2016 | $1,443,000 | +15.8% | 39,976 | +13.2% | 0.64% | +14.0% |
| Q2 2016 | $1,246,000 | – | 35,301 | – | 0.56% | – |
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% |