ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $613,926 | -52.2% | 15,770 | -52.0% | 0.03% | 0.0% |
| Q2 2023 | $1,283,571 | +166.8% | 32,844 | +157.7% | 0.03% | +33.3% |
| Q1 2023 | $481,125 | +84754.5% | 12,745 | -14.5% | 0.02% | +40.0% |
| Q4 2022 | $567 | -99.9% | 14,910 | -4.6% | 0.02% | -6.2% |
| Q3 2022 | $595,000 | +12.9% | 15,624 | +12.5% | 0.02% | -5.9% |
| Q2 2022 | $527,000 | -45.7% | 13,885 | -45.6% | 0.02% | +41.7% |
| Q1 2022 | $970,000 | +85.1% | 25,520 | +122.0% | 0.01% | +20.0% |
| Q4 2021 | $524,000 | +22.7% | 11,494 | +20.7% | 0.01% | +11.1% |
| Q3 2021 | $427,000 | -43.2% | 9,522 | -43.0% | 0.01% | -43.8% |
| Q2 2021 | $752,000 | +112.4% | 16,707 | +105.2% | 0.02% | +128.6% |
| Q1 2021 | $354,000 | +24.2% | 8,140 | +22.7% | 0.01% | -41.7% |
| Q4 2020 | $285,000 | +14.5% | 6,633 | +9.6% | 0.01% | -20.0% |
| Q3 2020 | $249,000 | +13.7% | 6,054 | +9.9% | 0.02% | -11.8% |
| Q2 2020 | $219,000 | +57.6% | 5,511 | +48.1% | 0.02% | +21.4% |
| Q1 2020 | $139,000 | +1.5% | 3,722 | +7.7% | 0.01% | +40.0% |
| Q4 2019 | $137,000 | -24.7% | 3,456 | -25.6% | 0.01% | -16.7% |
| Q3 2019 | $182,000 | +13.0% | 4,648 | +11.0% | 0.01% | -45.5% |
| Q1 2019 | $161,000 | -53.5% | 4,187 | -56.9% | 0.02% | +4.8% |
| Q4 2018 | $346,000 | -29.7% | 9,720 | -25.2% | 0.02% | +5.0% |
| Q3 2018 | $492,000 | +2.1% | 12,989 | +1.2% | 0.02% | 0.0% |
| Q2 2018 | $482,000 | -8.9% | 12,837 | -7.7% | 0.02% | -16.7% |
| Q1 2018 | $529,000 | 0.0% | 13,915 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $529,000 | -21.4% | 13,915 | -21.5% | 0.02% | -11.1% |
| Q3 2017 | $673,000 | +3.7% | 17,724 | +1.8% | 0.03% | -3.6% |
| Q2 2017 | $649,000 | +7.8% | 17,415 | +5.1% | 0.03% | +7.7% |
| Q1 2017 | $602,000 | +12.1% | 16,563 | +8.8% | 0.03% | 0.0% |
| Q4 2016 | $537,000 | +10.3% | 15,230 | +12.9% | 0.03% | +4.0% |
| Q3 2016 | $487,000 | +4.3% | 13,488 | +1.9% | 0.02% | -3.8% |
| Q2 2016 | $467,000 | +190.1% | 13,241 | +216.2% | 0.03% | +18.2% |
| Q1 2016 | $161,000 | -57.6% | 4,187 | -62.4% | 0.02% | -15.4% |
| Q4 2015 | $380,000 | – | 11,147 | – | 0.03% | – |
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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% |