ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 235 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $810,672 | +18.9% | 18,950 | +15.4% | 0.05% | +4.0% |
| Q4 2023 | $681,713 | -4.5% | 16,423 | -10.4% | 0.05% | -15.3% |
| Q3 2023 | $713,595 | -6.1% | 18,330 | -2.5% | 0.06% | -6.3% |
| Q2 2023 | $759,764 | -3.4% | 18,801 | -4.7% | 0.06% | -14.9% |
| Q1 2023 | $786,466 | +13.4% | 19,731 | +8.2% | 0.07% | +4.2% |
| Q4 2022 | $693,252 | +146.7% | 18,239 | +137.8% | 0.07% | +115.2% |
| Q3 2022 | $281,000 | +10.2% | 7,670 | +17.1% | 0.03% | +13.8% |
| Q2 2022 | $255,000 | 0.0% | 6,551 | +10.4% | 0.03% | +16.0% |
| Q1 2022 | $255,000 | -27.4% | 5,933 | -23.1% | 0.02% | -24.2% |
| Q4 2021 | $351,000 | +71.2% | 7,717 | +69.6% | 0.03% | +50.0% |
| Q3 2021 | $205,000 | 0.0% | 4,551 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $205,000 | -34.1% | 4,551 | -36.8% | 0.02% | -43.6% |
| Q4 2020 | $311,000 | +1.3% | 7,199 | -4.0% | 0.04% | -4.9% |
| Q3 2020 | $307,000 | +89.5% | 7,499 | +83.8% | 0.04% | +70.8% |
| Q2 2020 | $162,000 | +92.9% | 4,079 | +79.0% | 0.02% | +41.2% |
| Q1 2020 | $84,000 | -71.2% | 2,279 | -68.7% | 0.02% | -66.7% |
| Q4 2019 | $292,000 | +2.5% | 7,279 | 0.0% | 0.05% | -8.9% |
| Q3 2019 | $285,000 | +0.4% | 7,279 | 0.0% | 0.06% | -5.1% |
| Q2 2019 | $284,000 | +40.6% | 7,279 | +37.1% | 0.06% | +43.9% |
| Q1 2019 | $202,000 | +146.3% | 5,309 | +129.9% | 0.04% | +105.0% |
| Q4 2018 | $82,000 | +5.1% | 2,309 | +12.3% | 0.02% | +42.9% |
| Q3 2018 | $78,000 | +1.3% | 2,056 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $77,000 | – | 2,056 | – | 0.02% | – |
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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% |