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 | $542,492 | -2.9% | 13,935 | +0.8% | 0.03% | -10.3% |
| Q2 2023 | $558,875 | +1.6% | 13,830 | +0.2% | 0.03% | -9.4% |
| Q1 2023 | $550,192 | -3.8% | 13,803 | -8.3% | 0.03% | -17.9% |
| Q4 2022 | $572,207 | +3.7% | 15,054 | -0.2% | 0.04% | -7.1% |
| Q3 2022 | $552,000 | -6.8% | 15,077 | -0.8% | 0.04% | -6.7% |
| Q2 2022 | $592,000 | -10.3% | 15,201 | -1.1% | 0.04% | -2.2% |
| Q1 2022 | $660,000 | -5.6% | 15,371 | 0.0% | 0.05% | -8.0% |
| Q4 2021 | $699,000 | -66.1% | 15,371 | -66.6% | 0.05% | -67.7% |
| Q3 2021 | $2,062,000 | -11.4% | 46,082 | -10.8% | 0.16% | -15.8% |
| Q2 2021 | $2,328,000 | +8.8% | 51,677 | +5.2% | 0.18% | -7.5% |
| Q1 2021 | $2,140,000 | +15.6% | 49,136 | +14.6% | 0.20% | +15.0% |
| Q4 2020 | $1,852,000 | +58.4% | 42,877 | +50.5% | 0.17% | +30.1% |
| Q3 2020 | $1,169,000 | +9.0% | 28,483 | +5.9% | 0.13% | -8.3% |
| Q2 2020 | $1,072,000 | +18.7% | 26,884 | +9.4% | 0.14% | -12.1% |
| Q1 2020 | $903,000 | -12.6% | 24,567 | -4.6% | 0.16% | +17.0% |
| Q4 2019 | $1,033,000 | +5.3% | 25,740 | +3.1% | 0.14% | -7.2% |
| Q3 2019 | $981,000 | +8.6% | 24,956 | +7.8% | 0.15% | +4.8% |
| Q2 2019 | $903,000 | +69.1% | 23,146 | +65.0% | 0.14% | +43.6% |
| Q1 2019 | $534,000 | +1.9% | 14,027 | -2.0% | 0.10% | -9.0% |
| Q4 2018 | $524,000 | -12.8% | 14,312 | -9.8% | 0.11% | -11.2% |
| Q3 2018 | $601,000 | -5.8% | 15,861 | -6.6% | 0.12% | -13.8% |
| Q2 2018 | $638,000 | +33.8% | 16,986 | +34.5% | 0.14% | +18.9% |
| Q1 2018 | $477,000 | -0.6% | 12,631 | +0.2% | 0.12% | -22.3% |
| Q4 2017 | $480,000 | 0.0% | 12,608 | -0.3% | 0.16% | -17.4% |
| Q3 2017 | $480,000 | – | 12,645 | – | 0.19% | – |
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% |