ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 217 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $873,766 | -3.4% | 22,445 | +0.3% | 0.66% | +5.9% |
| Q2 2023 | $904,704 | +11.3% | 22,388 | +9.8% | 0.62% | +8.5% |
| Q1 2023 | $812,505 | +31.5% | 20,384 | +25.4% | 0.57% | +27.3% |
| Q4 2022 | $617,673 | +35.5% | 16,250 | +30.5% | 0.45% | +33.8% |
| Q3 2022 | $456,000 | +10.7% | 12,456 | +17.9% | 0.34% | +13.9% |
| Q2 2022 | $412,000 | -3.7% | 10,566 | +6.1% | 0.30% | +12.5% |
| Q1 2022 | $428,000 | +1.7% | 9,963 | +7.6% | 0.26% | +9.6% |
| Q4 2021 | $421,000 | +8.2% | 9,263 | +6.4% | 0.24% | -1.2% |
| Q3 2021 | $389,000 | 0.0% | 8,706 | +1.2% | 0.24% | +0.8% |
| Q2 2021 | $389,000 | +5.1% | 8,606 | +1.2% | 0.24% | -6.6% |
| Q1 2021 | $370,000 | +2.2% | 8,500 | +1.5% | 0.26% | -3.4% |
| Q4 2020 | $362,000 | +9.4% | 8,375 | +3.7% | 0.27% | -4.3% |
| Q3 2020 | $331,000 | +15.3% | 8,075 | +12.2% | 0.28% | +3.7% |
| Q2 2020 | $287,000 | +10.8% | 7,200 | +2.1% | 0.27% | -4.6% |
| Q1 2020 | $259,000 | -8.5% | 7,050 | 0.0% | 0.28% | +21.0% |
| Q4 2019 | $283,000 | +38.7% | 7,050 | +35.6% | 0.23% | +29.4% |
| Q3 2019 | $204,000 | – | 5,200 | – | 0.18% | – |
Download | ||||||
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% |