ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,735,423 | -24.1% | 44,578 | -21.2% | 0.01% | -31.2% |
| Q2 2023 | $2,286,880 | +0.2% | 56,592 | -1.2% | 0.02% | -5.9% |
| Q1 2023 | $2,282,183 | +18.9% | 57,255 | +13.4% | 0.02% | +6.2% |
| Q4 2022 | $1,919,466 | +43.9% | 50,499 | +38.6% | 0.02% | -5.9% |
| Q3 2022 | $1,334,000 | +14.4% | 36,445 | +21.9% | 0.02% | +13.3% |
| Q2 2022 | $1,166,000 | -9.5% | 29,909 | -0.2% | 0.02% | -6.2% |
| Q1 2022 | $1,288,000 | -10.4% | 29,982 | -5.1% | 0.02% | -11.1% |
| Q4 2021 | $1,437,000 | -67.0% | 31,593 | -67.5% | 0.02% | -69.5% |
| Q3 2021 | $4,355,000 | -2.3% | 97,340 | -1.6% | 0.06% | -6.3% |
| Q2 2021 | $4,457,000 | +3.7% | 98,936 | +0.2% | 0.06% | -30.8% |
| Q1 2021 | $4,299,000 | -2.5% | 98,709 | -3.3% | 0.09% | -10.8% |
| Q4 2020 | $4,409,000 | +6.2% | 102,055 | +0.9% | 0.10% | -5.6% |
| Q3 2020 | $4,152,000 | -1.4% | 101,139 | -4.2% | 0.11% | -3.6% |
| Q2 2020 | $4,211,000 | +140.1% | 105,620 | +121.3% | 0.11% | +93.1% |
| Q1 2020 | $1,754,000 | +39.2% | 47,731 | +51.9% | 0.06% | +70.6% |
| Q4 2019 | $1,260,000 | -5.9% | 31,425 | -7.7% | 0.03% | -15.0% |
| Q3 2019 | $1,339,000 | +1.4% | 34,032 | +0.4% | 0.04% | -2.4% |
| Q2 2019 | $1,320,000 | -7.0% | 33,882 | -9.1% | 0.04% | -10.9% |
| Q1 2019 | $1,420,000 | +166.9% | 37,281 | +150.7% | 0.05% | +119.0% |
| Q4 2018 | $532,000 | -21.5% | 14,873 | -16.9% | 0.02% | -12.5% |
| Q3 2018 | $678,000 | +4.6% | 17,898 | +3.8% | 0.02% | -25.0% |
| Q2 2018 | $648,000 | -0.6% | 17,248 | -0.1% | 0.03% | +10.3% |
| Q1 2018 | $652,000 | -7.0% | 17,272 | -6.3% | 0.03% | 0.0% |
| Q4 2017 | $701,000 | +0.7% | 18,435 | +0.8% | 0.03% | -9.4% |
| Q3 2017 | $696,000 | -10.1% | 18,297 | -11.7% | 0.03% | -13.5% |
| Q2 2017 | $774,000 | +3.1% | 20,718 | +0.2% | 0.04% | +2.8% |
| Q1 2017 | $751,000 | +14.7% | 20,670 | +11.4% | 0.04% | +5.9% |
| Q4 2016 | $655,000 | +2.8% | 18,556 | +5.2% | 0.03% | +41.7% |
| Q3 2016 | $637,000 | +5.6% | 17,638 | +3.2% | 0.02% | -31.4% |
| Q2 2016 | $603,000 | +18.2% | 17,096 | +16.5% | 0.04% | +9.4% |
| Q1 2016 | $510,000 | +44.5% | 14,671 | +41.5% | 0.03% | +39.1% |
| Q4 2015 | $353,000 | +0.6% | 10,371 | 0.0% | 0.02% | -4.2% |
| Q3 2015 | $351,000 | +13.6% | 10,371 | +19.5% | 0.02% | +20.0% |
| Q2 2015 | $309,000 | 0.0% | 8,680 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $309,000 | +6.9% | 8,680 | +5.6% | 0.02% | 0.0% |
| Q4 2014 | $289,000 | +41.0% | 8,220 | +40.0% | 0.02% | +42.9% |
| Q3 2014 | $205,000 | -2.4% | 5,870 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $210,000 | – | 5,870 | – | 0.01% | – |
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% |