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 | $614,926 | -19.8% | 15,796 | -16.7% | 0.01% | -28.6% |
| Q2 2023 | $766,475 | +18.5% | 18,967 | +16.9% | 0.01% | +16.7% |
| Q1 2023 | $646,792 | +100333.5% | 16,227 | -4.2% | 0.01% | – |
| Q4 2022 | $644 | -99.9% | 16,936 | -19.2% | 0.00% | -100.0% |
| Q3 2022 | $767,000 | -19.1% | 20,954 | -13.9% | 0.01% | +12.5% |
| Q2 2022 | $948,000 | -31.7% | 24,334 | -24.7% | 0.01% | -27.3% |
| Q1 2022 | $1,389,000 | +9.4% | 32,315 | +15.7% | 0.01% | +10.0% |
| Q4 2021 | $1,270,000 | +19.9% | 27,930 | +18.0% | 0.01% | +42.9% |
| Q3 2021 | $1,059,000 | +20.1% | 23,662 | +20.9% | 0.01% | -12.5% |
| Q2 2021 | $882,000 | -14.2% | 19,574 | -17.1% | 0.01% | -20.0% |
| Q1 2021 | $1,028,000 | +23.9% | 23,600 | +22.9% | 0.01% | +11.1% |
| Q4 2020 | $830,000 | +3.5% | 19,206 | -1.7% | 0.01% | -10.0% |
| Q3 2020 | $802,000 | -2.3% | 19,544 | -5.1% | 0.01% | -9.1% |
| Q2 2020 | $821,000 | -1.6% | 20,597 | -9.3% | 0.01% | -26.7% |
| Q1 2020 | $834,000 | -43.1% | 22,706 | -37.9% | 0.02% | -34.8% |
| Q4 2019 | $1,467,000 | +24.0% | 36,550 | +21.4% | 0.02% | +27.8% |
| Q3 2019 | $1,183,000 | +3.0% | 30,101 | +2.2% | 0.02% | -14.3% |
| Q2 2019 | $1,149,000 | -3.7% | 29,451 | -6.0% | 0.02% | -12.5% |
| Q1 2019 | $1,193,000 | -6.2% | 31,335 | -12.1% | 0.02% | -22.6% |
| Q4 2018 | $1,272,000 | -53.2% | 35,644 | -50.3% | 0.03% | -44.6% |
| Q3 2018 | $2,719,000 | +32.1% | 71,753 | +30.5% | 0.06% | +64.7% |
| Q2 2018 | $2,059,000 | -20.7% | 54,964 | -20.0% | 0.03% | -66.7% |
| Q1 2018 | $2,595,000 | +113.6% | 68,716 | +117.5% | 0.10% | +100.0% |
| Q4 2017 | $1,215,000 | -69.0% | 31,589 | -69.4% | 0.05% | -47.4% |
| Q3 2017 | $3,914,000 | +4.0% | 103,357 | +1.5% | 0.10% | -4.9% |
| Q2 2017 | $3,762,000 | +4.0% | 101,807 | +2.0% | 0.10% | +1.0% |
| Q1 2017 | $3,618,000 | -7.2% | 99,791 | -8.8% | 0.10% | -21.1% |
| Q4 2016 | $3,899,000 | +32.7% | 109,419 | +33.3% | 0.13% | +6.7% |
| Q3 2016 | $2,938,000 | +550.0% | 82,070 | +539.1% | 0.12% | +566.7% |
| Q2 2016 | $452,000 | +24.5% | 12,842 | +23.3% | 0.02% | 0.0% |
| Q1 2016 | $363,000 | +4.9% | 10,418 | +2.4% | 0.02% | +5.9% |
| Q4 2015 | $346,000 | +3.0% | 10,173 | +2.5% | 0.02% | -5.6% |
| Q3 2015 | $336,000 | 0.0% | 9,921 | +4.0% | 0.02% | +12.5% |
| Q2 2015 | $336,000 | -4.3% | 9,540 | -3.2% | 0.02% | -20.0% |
| Q1 2015 | $351,000 | +17.8% | 9,852 | +16.1% | 0.02% | +5.3% |
| Q4 2014 | $298,000 | +11.2% | 8,484 | +10.6% | 0.02% | 0.0% |
| Q3 2014 | $268,000 | – | 7,671 | – | 0.02% | – |
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% |