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 | $740,184 | -6.1% | 19,013 | -2.5% | 0.10% | -4.7% |
| Q2 2023 | $787,882 | +2.6% | 19,497 | +1.2% | 0.11% | +0.9% |
| Q1 2023 | $767,651 | +3.2% | 19,259 | -1.6% | 0.11% | -1.9% |
| Q4 2022 | $743,639 | -10.4% | 19,564 | -13.7% | 0.11% | -17.6% |
| Q3 2022 | $830,000 | -9.1% | 22,658 | -3.3% | 0.13% | -5.1% |
| Q2 2022 | $913,000 | -7.5% | 23,427 | +2.0% | 0.14% | +3.0% |
| Q1 2022 | $987,000 | -7.0% | 22,966 | -1.6% | 0.13% | -5.6% |
| Q4 2021 | $1,061,000 | +118.8% | 23,334 | +115.2% | 0.14% | +97.2% |
| Q3 2021 | $485,000 | -7.1% | 10,845 | -6.4% | 0.07% | -8.9% |
| Q2 2021 | $522,000 | +57.7% | 11,590 | +52.6% | 0.08% | +41.1% |
| Q1 2021 | $331,000 | +22.1% | 7,596 | +21.1% | 0.06% | +5.7% |
| Q4 2020 | $271,000 | -11.1% | 6,274 | -15.6% | 0.05% | -28.4% |
| Q3 2020 | $305,000 | +27.1% | 7,436 | +25.1% | 0.07% | +4.2% |
| Q4 2019 | $240,000 | +17.6% | 5,944 | +14.4% | 0.07% | -1.4% |
| Q3 2019 | $204,000 | -34.6% | 5,194 | -40.5% | 0.07% | -52.6% |
| Q4 2018 | $312,000 | -21.8% | 8,731 | -17.1% | 0.15% | +35.7% |
| Q3 2018 | $399,000 | -56.0% | 10,532 | -56.4% | 0.11% | -60.0% |
| Q2 2018 | $907,000 | -0.9% | 24,172 | -0.2% | 0.28% | -11.9% |
| Q1 2018 | $915,000 | +18.1% | 24,222 | +18.9% | 0.32% | +14.4% |
| Q4 2017 | $775,000 | +125.3% | 20,379 | +124.8% | 0.28% | +102.9% |
| Q3 2017 | $344,000 | -0.9% | 9,064 | -2.6% | 0.14% | -7.4% |
| Q2 2017 | $347,000 | +5.5% | 9,308 | +2.9% | 0.15% | 0.0% |
| Q1 2017 | $329,000 | +27.5% | 9,049 | +23.6% | 0.15% | +22.3% |
| Q4 2016 | $258,000 | +12.2% | 7,324 | +14.9% | 0.12% | +4.3% |
| Q3 2016 | $230,000 | +10.6% | 6,375 | +8.3% | 0.12% | +8.4% |
| Q2 2016 | $208,000 | +98.1% | 5,889 | +90.6% | 0.11% | +101.9% |
| Q4 2015 | $105,000 | – | 3,089 | – | 0.05% | – |
Download | ||||||
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% |