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 | $211,078 | -3.8% | 5,422 | -0.2% | 0.02% | -19.4% |
| Q2 2023 | $219,507 | +1.2% | 5,432 | -0.2% | 0.03% | +24.0% |
| Q1 2023 | $216,918 | -3.0% | 5,442 | -3.6% | 0.02% | +56.2% |
| Q4 2022 | $223,689 | -45.6% | 5,643 | -44.4% | 0.02% | -44.8% |
| Q1 2022 | $411,000 | +2.8% | 10,141 | +11.9% | 0.03% | +11.5% |
| Q4 2021 | $400,000 | -3.1% | 9,062 | 0.0% | 0.03% | -3.7% |
| Q3 2021 | $413,000 | +0.2% | 9,062 | 0.0% | 0.03% | -6.9% |
| Q2 2021 | $412,000 | +4.6% | 9,062 | +2.0% | 0.03% | -6.5% |
| Q1 2021 | $394,000 | -19.9% | 8,880 | -21.3% | 0.03% | -26.2% |
| Q4 2020 | $492,000 | -13.7% | 11,280 | -17.0% | 0.04% | -25.0% |
| Q3 2020 | $570,000 | -4.4% | 13,595 | -5.7% | 0.06% | -9.7% |
| Q2 2020 | $596,000 | -10.5% | 14,422 | -17.9% | 0.06% | -27.9% |
| Q1 2020 | $666,000 | -21.7% | 17,558 | -15.5% | 0.09% | -14.0% |
| Q4 2019 | $851,000 | +84.2% | 20,782 | +78.2% | 0.10% | +58.7% |
| Q3 2019 | $462,000 | +101.7% | 11,662 | +97.6% | 0.06% | +85.3% |
| Q2 2019 | $229,000 | -57.7% | 5,903 | -58.5% | 0.03% | -76.6% |
| Q4 2017 | $541,000 | +7.1% | 14,225 | +7.0% | 0.14% | +2.1% |
| Q3 2017 | $505,000 | -99.9% | 13,291 | +27.2% | 0.14% | +16.4% |
| Q3 2016 | $374,177,000 | -1.2% | 10,452 | -2.5% | 0.12% | +149.0% |
| Q2 2016 | $378,572,000 | -13.9% | 10,724 | -17.0% | 0.05% | -31.0% |
| Q4 2015 | $439,730,000 | – | 12,914 | – | 0.07% | – |
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% |