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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,002,012 | +9.2% | 52,670 | +5.2% | 0.11% | -8.9% |
| Q3 2022 | $1,833,000 | -2.9% | 50,082 | +3.4% | 0.12% | -8.8% |
| Q2 2022 | $1,888,000 | -9.1% | 48,452 | +0.3% | 0.14% | -10.5% |
| Q1 2022 | $2,076,000 | -4.6% | 48,321 | +1.0% | 0.15% | +2.0% |
| Q4 2021 | $2,175,000 | +12.1% | 47,839 | +10.3% | 0.15% | -6.3% |
| Q3 2021 | $1,940,000 | -7.3% | 43,368 | -6.6% | 0.16% | -6.5% |
| Q2 2021 | $2,092,000 | +2.5% | 46,416 | -1.0% | 0.17% | -13.3% |
| Q1 2021 | $2,041,000 | +11.4% | 46,878 | +10.5% | 0.20% | +9.5% |
| Q4 2020 | $1,832,000 | +8.9% | 42,414 | +3.4% | 0.18% | -16.7% |
| Q3 2020 | $1,683,000 | +8.3% | 41,009 | +5.2% | 0.22% | -0.9% |
| Q2 2020 | $1,554,000 | +20.1% | 38,973 | +10.7% | 0.22% | +18.6% |
| Q1 2020 | $1,294,000 | -49.7% | 35,211 | -45.1% | 0.18% | -41.3% |
| Q4 2019 | $2,572,000 | +1.4% | 64,081 | -0.7% | 0.31% | -8.5% |
| Q3 2019 | $2,536,000 | +4.4% | 64,556 | +3.7% | 0.34% | -0.3% |
| Q2 2019 | $2,428,000 | +6.3% | 62,240 | +3.7% | 0.34% | 0.0% |
| Q1 2019 | $2,284,000 | +11.1% | 60,020 | +4.2% | 0.34% | +5.6% |
| Q4 2018 | $2,056,000 | +0.2% | 57,616 | +6.4% | 0.32% | +2.2% |
| Q3 2018 | $2,052,000 | -0.5% | 54,152 | -1.5% | 0.32% | -9.9% |
| Q2 2018 | $2,063,000 | +2.9% | 54,971 | +3.6% | 0.35% | -3.6% |
| Q1 2018 | $2,004,000 | +8.8% | 53,063 | +9.6% | 0.36% | +4.9% |
| Q4 2017 | $1,842,000 | +7.3% | 48,428 | +7.1% | 0.35% | -1.1% |
| Q3 2017 | $1,716,000 | +7.5% | 45,201 | +5.5% | 0.35% | -0.8% |
| Q2 2017 | $1,597,000 | +5.2% | 42,860 | +2.6% | 0.36% | -5.8% |
| Q1 2017 | $1,518,000 | +13.6% | 41,761 | +10.1% | 0.38% | +16.4% |
| Q4 2016 | $1,336,000 | +1.1% | 37,934 | +3.6% | 0.32% | -5.8% |
| Q3 2016 | $1,322,000 | +2.8% | 36,628 | +0.5% | 0.34% | -1.1% |
| Q2 2016 | $1,286,000 | +15.3% | 36,438 | +13.7% | 0.35% | +10.1% |
| Q1 2016 | $1,115,000 | -2.4% | 32,043 | -4.5% | 0.32% | -5.7% |
| Q4 2015 | $1,142,000 | +16.9% | 33,537 | +16.2% | 0.34% | +5.3% |
| Q3 2015 | $977,000 | -2.6% | 28,855 | +1.4% | 0.32% | -0.9% |
| Q2 2015 | $1,003,000 | +10.2% | 28,455 | +11.4% | 0.32% | +9.6% |
| Q1 2015 | $910,000 | +6.6% | 25,545 | +5.2% | 0.29% | +10.2% |
| Q4 2014 | $854,000 | +3.3% | 24,282 | +2.6% | 0.27% | -5.0% |
| Q3 2014 | $827,000 | +6.4% | 23,671 | +8.8% | 0.28% | +5.7% |
| Q2 2014 | $777,000 | +14.9% | 21,757 | +12.1% | 0.26% | +5.6% |
| Q1 2014 | $676,000 | – | 19,417 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 162,262 | $6,972,000 | 4.21% |
| Weaver Consulting Group | 178,010 | $7,649,000 | 3.71% |
| TIEDEMANN ADVISORS, LLC | 1,530,555 | $65,766,000 | 3.34% |
| Investment Advisory Group, LLC | 108,788 | $4,677,000 | 2.84% |
| Weitzel Financial Services, Inc. | 82,420 | $3,541,587,000 | 2.26% |
| Beacon Financial Advisory LLC | 83,204 | $3,575,000 | 1.71% |
| Sweet Financial Partners, LLC | 131,235 | $5,639,000 | 1.51% |
| RESTON WEALTH MANAGEMENT LLC | 52,372 | $2,250,000 | 1.15% |
| Fort Henry Capital, LLC | 26,960 | $1,158,000 | 1.00% |
| WIN ADVISORS, INC | 68,996 | $2,965,000 | 0.78% |