ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 158 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,789,812 | +4.5% | 41,614 | +4.0% | 0.20% | +3.6% |
| Q1 2024 | $1,712,375 | +54.3% | 40,027 | +49.7% | 0.20% | +40.0% |
| Q4 2023 | $1,109,749 | +169.1% | 26,735 | +152.4% | 0.14% | +145.6% |
| Q3 2023 | $412,322 | -13.5% | 10,591 | -10.2% | 0.06% | -18.6% |
| Q2 2023 | $476,426 | -38.0% | 11,790 | -38.8% | 0.07% | -38.6% |
| Q1 2023 | $767,991 | +7.7% | 19,267 | +2.7% | 0.11% | +3.6% |
| Q4 2022 | $713,341 | +6.9% | 18,767 | +3.0% | 0.11% | +8.9% |
| Q3 2022 | $667,000 | -0.6% | 18,225 | +5.8% | 0.10% | +3.1% |
| Q2 2022 | $671,000 | +6.8% | 17,228 | +12.6% | 0.10% | +11.4% |
| Q1 2022 | $628,000 | +107.9% | 15,300 | +130.4% | 0.09% | +104.7% |
| Q4 2021 | $302,000 | +8.6% | 6,642 | +6.6% | 0.04% | +7.5% |
| Q3 2021 | $278,000 | +35.0% | 6,228 | +35.6% | 0.04% | +29.0% |
| Q2 2021 | $206,000 | +31.2% | 4,593 | +26.4% | 0.03% | +19.2% |
| Q4 2020 | $157,000 | -48.9% | 3,635 | -51.4% | 0.03% | -50.0% |
| Q3 2020 | $307,000 | +1.0% | 7,484 | -1.9% | 0.05% | -7.1% |
| Q2 2020 | $304,000 | – | 7,631 | +127083.3% | 0.06% | – |
| Q1 2020 | $0 | -100.0% | 6 | -99.9% | 0.00% | -100.0% |
| Q4 2019 | $175,000 | -35.2% | 4,373 | -36.5% | 0.03% | -42.6% |
| Q3 2019 | $270,000 | +62.7% | 6,891 | +61.2% | 0.05% | +67.9% |
| Q2 2019 | $166,000 | -39.6% | 4,274 | -41.0% | 0.03% | -46.2% |
| Q1 2019 | $275,000 | – | 7,250 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESTON WEALTH MANAGEMENT LLC | 136,685 | $5,239,000 | 4.20% |
| Planning Solutions Group LLC | 176,245 | $6,708,000 | 3.59% |
| SlateStone Wealth, LLC | 278,545 | $10,601,000 | 3.26% |
| PATTON ALBERTSON MILLER GROUP, LLC | 156,228 | $5,946,000 | 3.01% |
| TIEDEMANN ADVISORS, LLC | 1,618,523 | $61,589,000 | 2.90% |
| Madrona Financial Services, LLC | 67,217 | $2,558,000 | 2.80% |
| Weaver Consulting Group | 176,293 | $6,786,000 | 1.91% |
| Darwin Wealth Management, LLC | 147,889 | $5,629,000 | 1.85% |
| Madden Advisory Services, Inc. | 73,676 | $2,804,000 | 1.50% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 91,270 | $3,474,000 | 1.08% |