ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 182 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $815,788 | -3.8% | 20,955 | -0.2% | 0.04% | +2.6% |
| Q2 2023 | $848,145 | -1.1% | 20,988 | -2.5% | 0.04% | -7.1% |
| Q1 2023 | $857,901 | +2.0% | 21,523 | -2.7% | 0.04% | -2.3% |
| Q4 2022 | $840,889 | +17.3% | 22,123 | +13.0% | 0.04% | +10.3% |
| Q3 2022 | $717,000 | -29.3% | 19,580 | -24.8% | 0.04% | -26.4% |
| Q2 2022 | $1,014,000 | +31.9% | 26,024 | +45.4% | 0.05% | +60.6% |
| Q1 2022 | $769,000 | -5.5% | 17,903 | 0.0% | 0.03% | +3.1% |
| Q4 2021 | $814,000 | +34.1% | 17,903 | +31.9% | 0.03% | +28.0% |
| Q3 2021 | $607,000 | -6.0% | 13,574 | -5.3% | 0.02% | -3.8% |
| Q2 2021 | $646,000 | +12.3% | 14,339 | +8.6% | 0.03% | +4.0% |
| Q1 2021 | $575,000 | +1.4% | 13,201 | +0.5% | 0.02% | -3.8% |
| Q4 2020 | $567,000 | +36.0% | 13,131 | +29.3% | 0.03% | +18.2% |
| Q3 2020 | $417,000 | -14.4% | 10,158 | -16.8% | 0.02% | -21.4% |
| Q2 2020 | $487,000 | +8.7% | 12,207 | 0.0% | 0.03% | -12.5% |
| Q1 2020 | $448,000 | -6.9% | 12,207 | +1.9% | 0.03% | +23.1% |
| Q4 2019 | $481,000 | +23.0% | 11,979 | +20.2% | 0.03% | -33.3% |
| Q3 2019 | $391,000 | -6.9% | 9,963 | -7.4% | 0.04% | -11.4% |
| Q2 2019 | $420,000 | +2.7% | 10,756 | 0.0% | 0.04% | +2.3% |
| Q1 2019 | $409,000 | +60.4% | 10,756 | +50.8% | 0.04% | +53.6% |
| Q4 2018 | $255,000 | -6.2% | 7,133 | -0.7% | 0.03% | +7.7% |
| Q3 2018 | $272,000 | +0.7% | 7,181 | 0.0% | 0.03% | -3.7% |
| Q2 2018 | $270,000 | 0.0% | 7,181 | +0.3% | 0.03% | -3.6% |
| Q1 2018 | $270,000 | -0.7% | 7,156 | 0.0% | 0.03% | -3.4% |
| Q4 2017 | $272,000 | -93.2% | 7,156 | -93.2% | 0.03% | -91.6% |
| Q3 2017 | $4,024,000 | +990.5% | 106,000 | +970.2% | 0.34% | +422.7% |
| Q2 2017 | $369,000 | +42.5% | 9,905 | +29.4% | 0.07% | +37.5% |
| Q3 2015 | $259,000 | -57.0% | 7,652 | -55.2% | 0.05% | -49.5% |
| Q2 2015 | $602,000 | – | 17,075 | – | 0.10% | – |
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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% |