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 | $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 ↓ |
|---|---|---|---|
| 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% |