ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,456,219 | -6.2% | 37,406 | -2.6% | 0.19% | -3.0% |
| Q2 2023 | $1,552,015 | +7.5% | 38,407 | +6.0% | 0.20% | +2.1% |
| Q1 2023 | $1,444,239 | -7.4% | 36,233 | -11.7% | 0.19% | -17.9% |
| Q4 2022 | $1,559,603 | +5.7% | 41,031 | +1.9% | 0.24% | -7.5% |
| Q3 2022 | $1,475,000 | -6.7% | 40,283 | -0.7% | 0.25% | -1.9% |
| Q2 2022 | $1,581,000 | -12.8% | 40,579 | -3.9% | 0.26% | -19.1% |
| Q1 2022 | $1,814,000 | -6.2% | 42,214 | -0.7% | 0.32% | -7.8% |
| Q4 2021 | $1,933,000 | -10.4% | 42,510 | -11.8% | 0.35% | -22.9% |
| Q3 2021 | $2,157,000 | +2.1% | 48,214 | +2.8% | 0.45% | -3.6% |
| Q2 2021 | $2,113,000 | +16.2% | 46,908 | +12.4% | 0.47% | +2.0% |
| Q1 2021 | $1,818,000 | +16.2% | 41,749 | +9.6% | 0.46% | -18.7% |
| Q3 2020 | $1,564,000 | +19.0% | 38,091 | +6.5% | 0.56% | -11.9% |
| Q1 2020 | $1,314,000 | -3.9% | 35,775 | +5.0% | 0.64% | +18.1% |
| Q4 2019 | $1,367,000 | +8.8% | 34,071 | +7.7% | 0.54% | +4.0% |
| Q3 2019 | $1,257,000 | +24.6% | 31,649 | +22.3% | 0.52% | +18.7% |
| Q2 2019 | $1,009,000 | +22.3% | 25,871 | +19.4% | 0.44% | +15.0% |
| Q1 2019 | $825,000 | +31.6% | 21,672 | +23.3% | 0.38% | +21.7% |
| Q4 2018 | $627,000 | -5.9% | 17,571 | -3.7% | 0.31% | +5.0% |
| Q3 2018 | $666,000 | -20.4% | 18,239 | -18.2% | 0.30% | -19.2% |
| Q2 2018 | $837,000 | +5.2% | 22,308 | +5.9% | 0.37% | +11.1% |
| Q1 2018 | $796,000 | +5.7% | 21,065 | +6.4% | 0.33% | +32.8% |
| Q4 2017 | $753,000 | +5.6% | 19,801 | +5.4% | 0.25% | +1.6% |
| Q3 2017 | $713,000 | +12.6% | 18,780 | +10.6% | 0.25% | +10.3% |
| Q2 2017 | $633,000 | +15.7% | 16,973 | +12.9% | 0.22% | +11.5% |
| Q1 2017 | $547,000 | -12.6% | 15,036 | -15.3% | 0.20% | +12.4% |
| Q4 2016 | $626,000 | – | 17,761 | – | 0.18% | – |
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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% |