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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,473 | -8.8% | 144 | -4.6% | 0.00% | -25.0% |
| Q3 2022 | $6,000 | -81.2% | 151 | -81.6% | 0.00% | -80.0% |
| Q2 2022 | $32,000 | -8.6% | 821 | +0.4% | 0.02% | +5.3% |
| Q1 2022 | $35,000 | -31.4% | 818 | -26.8% | 0.02% | -32.1% |
| Q4 2021 | $51,000 | +13.3% | 1,118 | +10.8% | 0.03% | +3.7% |
| Q3 2021 | $45,000 | -10.0% | 1,009 | -9.2% | 0.03% | -10.0% |
| Q2 2021 | $50,000 | +8.7% | 1,111 | +5.4% | 0.03% | 0.0% |
| Q1 2021 | $46,000 | -28.1% | 1,054 | -28.7% | 0.03% | -31.8% |
| Q4 2020 | $64,000 | -5.9% | 1,479 | -10.3% | 0.04% | -21.4% |
| Q3 2020 | $68,000 | +21.4% | 1,648 | +17.2% | 0.06% | +21.7% |
| Q2 2020 | $56,000 | -5.1% | 1,406 | -12.7% | 0.05% | -25.8% |
| Q1 2020 | $59,000 | -6.3% | 1,611 | +3.3% | 0.06% | +10.7% |
| Q4 2019 | $63,000 | +3.3% | 1,559 | 0.0% | 0.06% | +51.4% |
| Q3 2019 | $61,000 | -6.2% | 1,559 | -6.0% | 0.04% | +5.7% |
| Q2 2019 | $65,000 | +20.4% | 1,659 | +16.9% | 0.04% | +25.0% |
| Q1 2019 | $54,000 | +17.4% | 1,419 | +9.7% | 0.03% | +21.7% |
| Q4 2018 | $46,000 | -23.3% | 1,294 | -18.3% | 0.02% | -17.9% |
| Q3 2018 | $60,000 | +1.7% | 1,584 | +1.6% | 0.03% | -3.4% |
| Q2 2018 | $59,000 | 0.0% | 1,559 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $59,000 | +7.3% | 1,559 | +9.8% | 0.03% | +11.5% |
| Q4 2017 | $55,000 | +5.8% | 1,420 | +3.3% | 0.03% | -3.7% |
| Q3 2017 | $52,000 | +4.0% | 1,375 | +2.2% | 0.03% | 0.0% |
| Q2 2017 | $50,000 | +2.0% | 1,345 | -0.7% | 0.03% | 0.0% |
| Q1 2017 | $49,000 | -31.9% | 1,355 | -32.9% | 0.03% | -38.6% |
| Q4 2016 | $72,000 | -6.5% | 2,020 | -6.7% | 0.04% | -6.4% |
| Q3 2016 | $77,000 | -4.9% | 2,165 | -5.9% | 0.05% | -6.0% |
| Q2 2016 | $81,000 | – | 2,300 | – | 0.05% | – |
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% |