ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 188 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,786 | -5.5% | 6,442 | -1.9% | 0.02% | 0.0% |
| Q2 2023 | $265,279 | +3.2% | 6,565 | +1.8% | 0.02% | 0.0% |
| Q1 2023 | $257,027 | +30.7% | 6,448 | +24.6% | 0.02% | +26.3% |
| Q4 2022 | $196,635 | +6.3% | 5,173 | +2.4% | 0.02% | -5.0% |
| Q3 2022 | $185,000 | -6.1% | 5,053 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $197,000 | -9.2% | 5,053 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $217,000 | +325.5% | 5,053 | +351.6% | 0.02% | +300.0% |
| Q4 2021 | $51,000 | +2.0% | 1,119 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $50,000 | 0.0% | 1,119 | 0.0% | 0.01% | -28.6% |
| Q2 2021 | $50,000 | -7.4% | 1,119 | -9.2% | 0.01% | -36.4% |
| Q1 2021 | $54,000 | +1.9% | 1,232 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $53,000 | +3.9% | 1,232 | 0.0% | 0.01% | -8.3% |
| Q3 2020 | $51,000 | +4.1% | 1,232 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $49,000 | +8.9% | 1,232 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $45,000 | -8.2% | 1,232 | 0.0% | 0.01% | +8.3% |
| Q4 2019 | $49,000 | +2.1% | 1,232 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $48,000 | 0.0% | 1,232 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $48,000 | +77.8% | 1,232 | +73.0% | 0.01% | +71.4% |
| Q1 2019 | $27,000 | +12.5% | 712 | +4.4% | 0.01% | +16.7% |
| Q4 2018 | $24,000 | -14.3% | 682 | -7.3% | 0.01% | -14.3% |
| Q3 2018 | $28,000 | -77.0% | 736 | -77.4% | 0.01% | -78.1% |
| Q2 2018 | $122,000 | +335.7% | 3,253 | +342.0% | 0.03% | +357.1% |
| Q1 2018 | $28,000 | -50.0% | 736 | -50.0% | 0.01% | -50.0% |
| Q4 2017 | $56,000 | +100.0% | 1,472 | +100.8% | 0.01% | +100.0% |
| Q3 2017 | $28,000 | +3.7% | 733 | +0.7% | 0.01% | 0.0% |
| Q2 2017 | $27,000 | – | 728 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 190,477 | $8,661,000 | 5.64% |
| Compass Ion Advisors, LLC | 323,609 | $14,715,000 | 4.73% |
| Weaver Consulting Group | 181,467 | $8,251,000 | 3.97% |
| TIEDEMANN ADVISORS, LLC | 1,517,044 | $68,990,000 | 3.36% |
| Investment Advisory Group, LLC | 107,389 | $4,702,000 | 3.01% |
| FURE FINANCIAL CORP | 76,058 | $3,458,000 | 2.40% |
| Beacon Financial Advisory LLC | 104,542 | $4,754,000 | 2.20% |
| Weitzel Financial Services, Inc. | 65,876 | $2,995,381,000 | 1.81% |
| RESTON WEALTH MANAGEMENT LLC | 52,151 | $2,371,000 | 1.15% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 71,417 | $3,247,000 | 1.11% |