ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $186,256 | -3.7% | 4,784 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $193,337 | +23.4% | 4,784 | +21.7% | 0.01% | +20.0% |
| Q1 2023 | $156,730 | +4.9% | 3,932 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $149,455 | +3.8% | 3,932 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $144,000 | +206.4% | 3,932 | +224.4% | 0.01% | +250.0% |
| Q2 2022 | $47,000 | -9.6% | 1,212 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $52,000 | -5.5% | 1,212 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $55,000 | -15.4% | 1,212 | -16.5% | 0.00% | -33.3% |
| Q3 2021 | $65,000 | 0.0% | 1,452 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $65,000 | +3.2% | 1,452 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $63,000 | -20.3% | 1,452 | -20.1% | 0.00% | -25.0% |
| Q4 2020 | $79,000 | +5.3% | 1,818 | 0.0% | 0.00% | -20.0% |
| Q3 2020 | $75,000 | +4.2% | 1,818 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $72,000 | +700.0% | 1,818 | +633.1% | 0.01% | +400.0% |
| Q1 2020 | $9,000 | 0.0% | 248 | +6.4% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 233 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 233 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | -77.5% | 233 | -77.7% | 0.00% | -75.0% |
| Q1 2019 | $40,000 | +8.1% | 1,045 | 0.0% | 0.00% | -20.0% |
| Q4 2018 | $37,000 | -61.5% | 1,045 | -58.9% | 0.01% | -58.3% |
| Q3 2018 | $96,000 | +12.9% | 2,545 | +11.5% | 0.01% | 0.0% |
| Q2 2018 | $85,000 | +49.1% | 2,283 | +52.2% | 0.01% | +33.3% |
| Q1 2018 | $57,000 | 0.0% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $57,000 | 0.0% | 1,500 | -0.3% | 0.01% | -10.0% |
| Q3 2017 | $57,000 | +1.8% | 1,505 | 0.0% | 0.01% | -9.1% |
| Q2 2017 | $56,000 | -51.7% | 1,505 | -51.9% | 0.01% | -8.3% |
| Q1 2017 | $116,000 | +110.9% | 3,130 | +100.0% | 0.01% | -7.7% |
| Q4 2016 | $55,000 | – | 1,565 | – | 0.01% | – |
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% |