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 | $863,918 | -3.6% | 22,191 | +0.0% | 0.20% | -2.4% |
| Q2 2023 | $896,455 | -0.8% | 22,183 | -2.2% | 0.21% | -9.5% |
| Q1 2023 | $903,989 | +1.8% | 22,678 | -3.0% | 0.23% | -7.9% |
| Q4 2022 | $888,341 | -5.5% | 23,371 | -9.0% | 0.25% | -10.6% |
| Q3 2022 | $940,000 | -15.4% | 25,671 | -10.0% | 0.28% | -12.1% |
| Q2 2022 | $1,111,000 | -10.5% | 28,521 | -1.4% | 0.32% | +7.7% |
| Q1 2022 | $1,242,000 | -5.6% | 28,921 | 0.0% | 0.30% | -5.1% |
| Q4 2021 | $1,315,000 | +1.1% | 28,921 | -0.5% | 0.31% | -7.1% |
| Q3 2021 | $1,301,000 | -3.9% | 29,071 | -3.3% | 0.34% | -4.5% |
| Q2 2021 | $1,354,000 | +3.4% | 30,071 | 0.0% | 0.35% | -4.3% |
| Q1 2021 | $1,310,000 | -14.5% | 30,071 | -15.2% | 0.37% | -21.3% |
| Q4 2020 | $1,533,000 | +2.7% | 35,471 | -2.5% | 0.47% | -8.7% |
| Q3 2020 | $1,493,000 | +2.0% | 36,371 | -1.0% | 0.52% | -12.7% |
| Q2 2020 | $1,464,000 | -4.1% | 36,721 | -12.7% | 0.59% | -15.4% |
| Q1 2020 | $1,527,000 | -12.1% | 42,069 | -2.8% | 0.70% | +5.1% |
| Q4 2019 | $1,737,000 | -1.3% | 43,266 | -3.3% | 0.66% | -9.3% |
| Q3 2019 | $1,759,000 | -3.0% | 44,764 | -3.7% | 0.73% | -4.7% |
| Q2 2019 | $1,813,000 | +1.2% | 46,460 | -1.3% | 0.77% | -4.1% |
| Q1 2019 | $1,791,000 | +4.0% | 47,058 | -2.5% | 0.80% | -8.7% |
| Q4 2018 | $1,722,000 | -18.6% | 48,255 | -13.6% | 0.88% | -9.4% |
| Q3 2018 | $2,116,000 | -10.3% | 55,853 | -11.1% | 0.97% | -19.5% |
| Q2 2018 | $2,359,000 | -2.9% | 62,850 | -2.3% | 1.20% | -4.9% |
| Q1 2018 | $2,430,000 | +13.7% | 64,350 | +14.5% | 1.26% | +12.1% |
| Q4 2017 | $2,138,000 | +50.8% | 56,200 | +50.5% | 1.13% | +37.8% |
| Q3 2017 | $1,418,000 | +59.0% | 37,350 | +66.4% | 0.82% | +48.5% |
| Q2 2017 | $892,000 | – | 22,450 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 162,262 | $6,972,000 | 4.21% |
| Weaver Consulting Group | 178,010 | $7,649,000 | 3.71% |
| TIEDEMANN ADVISORS, LLC | 1,530,555 | $65,766,000 | 3.34% |
| Investment Advisory Group, LLC | 108,788 | $4,677,000 | 2.84% |
| Weitzel Financial Services, Inc. | 82,420 | $3,541,587,000 | 2.26% |
| Beacon Financial Advisory LLC | 83,204 | $3,575,000 | 1.71% |
| Sweet Financial Partners, LLC | 131,235 | $5,639,000 | 1.51% |
| RESTON WEALTH MANAGEMENT LLC | 52,372 | $2,250,000 | 1.15% |
| Fort Henry Capital, LLC | 26,960 | $1,158,000 | 1.00% |
| WIN ADVISORS, INC | 68,996 | $2,965,000 | 0.78% |