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 | $205,155 | -54.6% | 5,269 | -52.9% | 0.01% | -51.7% |
| Q2 2023 | $452,232 | +1.7% | 11,191 | +0.3% | 0.03% | -6.5% |
| Q1 2023 | $444,790 | -3.9% | 11,158 | -8.3% | 0.03% | -11.4% |
| Q4 2022 | $462,734 | +3.8% | 12,174 | -0.3% | 0.04% | -5.4% |
| Q3 2022 | $446,000 | -26.8% | 12,209 | -21.9% | 0.04% | -39.3% |
| Q2 2022 | $609,000 | -13.6% | 15,632 | -4.7% | 0.06% | 0.0% |
| Q1 2022 | $705,000 | -24.6% | 16,407 | -20.2% | 0.06% | -20.8% |
| Q4 2021 | $935,000 | +167.1% | 20,571 | +162.5% | 0.08% | +165.5% |
| Q3 2021 | $350,000 | -0.6% | 7,836 | +0.2% | 0.03% | -17.1% |
| Q2 2021 | $352,000 | +3.5% | 7,818 | -0.0% | 0.04% | -2.8% |
| Q1 2021 | $340,000 | +0.9% | 7,820 | +0.2% | 0.04% | -14.3% |
| Q4 2020 | $337,000 | -4.8% | 7,808 | -9.7% | 0.04% | -16.0% |
| Q3 2020 | $354,000 | -28.8% | 8,645 | -30.7% | 0.05% | -35.9% |
| Q2 2020 | $497,000 | +187.3% | 12,469 | +164.4% | 0.08% | +129.4% |
| Q1 2020 | $173,000 | -8.0% | 4,716 | +0.6% | 0.03% | +13.3% |
| Q4 2019 | $188,000 | +0.5% | 4,687 | -1.7% | 0.03% | -9.1% |
| Q3 2019 | $187,000 | -37.2% | 4,768 | -37.6% | 0.03% | -37.7% |
| Q2 2019 | $298,000 | +3.1% | 7,639 | +0.3% | 0.05% | -13.1% |
| Q1 2019 | $289,000 | +7.4% | 7,613 | +0.6% | 0.06% | -6.2% |
| Q4 2018 | $269,000 | -15.4% | 7,566 | -9.9% | 0.06% | -4.4% |
| Q3 2018 | $318,000 | +1.9% | 8,395 | +1.1% | 0.07% | -2.9% |
| Q2 2018 | $312,000 | +9.1% | 8,305 | +9.5% | 0.07% | +6.1% |
| Q1 2018 | $286,000 | -25.9% | 7,585 | -25.2% | 0.07% | -23.3% |
| Q4 2017 | $386,000 | +3.5% | 10,140 | +3.3% | 0.09% | -30.1% |
| Q3 2017 | $373,000 | +2.5% | 9,812 | +0.5% | 0.12% | -17.4% |
| Q2 2017 | $364,000 | +2.8% | 9,766 | +0.3% | 0.15% | +26.3% |
| Q1 2017 | $354,000 | -2.5% | 9,740 | -5.6% | 0.12% | -13.2% |
| Q4 2016 | $363,000 | +29.6% | 10,315 | +32.9% | 0.14% | +23.6% |
| Q3 2016 | $280,000 | +1172.7% | 7,764 | +1154.3% | 0.11% | +2100.0% |
| Q2 2016 | $22,000 | – | 619 | – | 0.01% | – |
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% |