ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 243 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,189,348 | -4.5% | 30,551 | -0.9% | 0.14% | -2.8% |
| Q2 2023 | $1,245,439 | +0.3% | 30,820 | -1.1% | 0.14% | -0.7% |
| Q1 2023 | $1,242,110 | +5.3% | 31,162 | +0.4% | 0.14% | +4.4% |
| Q4 2022 | $1,180,089 | -3.4% | 31,047 | -6.9% | 0.14% | -11.6% |
| Q3 2022 | $1,221,000 | -2.9% | 33,354 | +3.3% | 0.16% | +2.0% |
| Q2 2022 | $1,258,000 | -13.2% | 32,292 | -4.3% | 0.15% | -3.2% |
| Q1 2022 | $1,450,000 | -3.3% | 33,753 | +2.3% | 0.16% | +4.7% |
| Q4 2021 | $1,500,000 | +0.3% | 32,988 | -1.3% | 0.15% | -49.5% |
| Q3 2021 | $1,495,000 | -4.2% | 33,414 | -3.5% | 0.30% | -3.6% |
| Q2 2021 | $1,561,000 | +0.6% | 34,640 | -2.8% | 0.31% | -5.5% |
| Q1 2021 | $1,552,000 | +3.7% | 35,630 | +2.8% | 0.33% | -2.7% |
| Q4 2020 | $1,497,000 | +14.8% | 34,645 | +9.1% | 0.34% | +2.4% |
| Q3 2020 | $1,304,000 | +6.1% | 31,768 | +3.0% | 0.33% | -1.2% |
| Q2 2020 | $1,229,000 | +13.6% | 30,829 | +4.7% | 0.33% | -1.2% |
| Q1 2020 | $1,082,000 | -7.0% | 29,446 | +1.5% | 0.34% | +11.7% |
| Q4 2019 | $1,164,000 | +1.9% | 29,008 | -0.2% | 0.30% | -6.8% |
| Q3 2019 | $1,142,000 | +2.6% | 29,067 | +1.9% | 0.32% | 0.0% |
| Q2 2019 | $1,113,000 | +4.2% | 28,519 | +1.7% | 0.32% | -2.1% |
| Q1 2019 | $1,068,000 | +6.0% | 28,050 | -0.7% | 0.33% | -4.6% |
| Q4 2018 | $1,008,000 | +2.3% | 28,254 | +8.7% | 0.34% | +10.6% |
| Q3 2018 | $985,000 | +5.9% | 26,004 | +4.9% | 0.31% | -3.1% |
| Q2 2018 | $930,000 | +13.4% | 24,792 | +14.2% | 0.32% | -0.9% |
| Q1 2018 | $820,000 | -1.0% | 21,706 | -0.3% | 0.32% | +0.9% |
| Q4 2017 | $828,000 | -5.7% | 21,765 | -5.9% | 0.32% | -8.8% |
| Q3 2017 | $878,000 | +5.0% | 23,133 | +3.1% | 0.35% | -0.6% |
| Q2 2017 | $836,000 | -2.9% | 22,427 | -5.3% | 0.36% | -9.0% |
| Q1 2017 | $861,000 | -3.6% | 23,693 | -6.6% | 0.39% | -12.6% |
| Q4 2016 | $893,000 | -0.4% | 25,360 | +2.1% | 0.45% | -9.5% |
| Q3 2016 | $897,000 | +68.9% | 24,849 | +65.3% | 0.49% | +58.5% |
| Q2 2016 | $531,000 | +2.7% | 15,037 | +1.2% | 0.31% | -35.6% |
| Q1 2016 | $517,000 | +16.2% | 14,860 | +13.8% | 0.48% | +5.9% |
| Q4 2015 | $445,000 | – | 13,063 | – | 0.46% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |