ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 248 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $238,683 | +13.1% | 5,549 | +12.5% | 0.01% | +14.3% |
Q1 2024 | $211,044 | -81.5% | 4,933 | -82.3% | 0.01% | -83.7% |
Q4 2023 | $1,140,811 | +110.3% | 27,838 | +99.8% | 0.04% | +65.4% |
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RESTON WEALTH MANAGEMENT LLC | 136,685 | $5,239,000 | 4.20% |
Planning Solutions Group LLC | 176,245 | $6,708,000 | 3.59% |
SlateStone Wealth, LLC | 278,545 | $10,601,000 | 3.26% |
PATTON ALBERTSON MILLER GROUP, LLC | 156,228 | $5,946,000 | 3.01% |
TIEDEMANN ADVISORS, LLC | 1,618,523 | $61,589,000 | 2.90% |
Madrona Financial Services, LLC | 67,217 | $2,558,000 | 2.80% |
Weaver Consulting Group | 176,293 | $6,786,000 | 1.91% |
Darwin Wealth Management, LLC | 147,889 | $5,629,000 | 1.85% |
Madden Advisory Services, Inc. | 73,676 | $2,804,000 | 1.50% |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 91,270 | $3,474,000 | 1.08% |