ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 152 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,967,750 | +0.4% | 68,650 | -0.7% | 0.09% | -5.3% |
| Q1 2024 | $2,957,046 | +4.1% | 69,122 | +1.0% | 0.10% | -4.0% |
| Q4 2023 | $2,840,587 | +10.8% | 68,431 | +3.9% | 0.10% | -1.0% |
| Q3 2023 | $2,563,711 | +0.0% | 65,854 | +3.8% | 0.10% | +3.1% |
| Q2 2023 | $2,563,121 | -16.2% | 63,428 | -17.3% | 0.10% | -22.4% |
| Q1 2023 | $3,057,162 | +18.1% | 76,697 | +12.6% | 0.12% | +7.8% |
| Q4 2022 | $2,588,647 | +16.1% | 68,104 | +11.9% | 0.12% | +0.9% |
| Q3 2022 | $2,229,000 | -1.4% | 60,876 | +4.9% | 0.12% | -23.3% |
| Q2 2022 | $2,261,000 | -3.0% | 58,046 | +7.0% | 0.15% | +15.4% |
| Q1 2022 | $2,331,000 | +8.4% | 54,242 | +14.7% | 0.13% | +14.0% |
| Q4 2021 | $2,151,000 | +17.3% | 47,301 | +15.4% | 0.11% | +4.6% |
| Q3 2021 | $1,834,000 | +32.6% | 40,988 | +33.5% | 0.11% | +32.9% |
| Q2 2021 | $1,383,000 | +97.3% | 30,699 | +90.8% | 0.08% | +70.8% |
| Q1 2021 | $701,000 | +24.3% | 16,090 | +23.3% | 0.05% | +14.3% |
| Q4 2020 | $564,000 | +5.4% | 13,047 | +0.1% | 0.04% | -8.7% |
| Q3 2020 | $535,000 | +33.8% | 13,039 | +30.1% | 0.05% | +17.9% |
| Q2 2020 | $400,000 | +3.4% | 10,021 | -4.8% | 0.04% | -26.4% |
| Q1 2020 | $387,000 | -10.6% | 10,531 | -2.4% | 0.05% | +15.2% |
| Q4 2019 | $433,000 | +45.3% | 10,792 | +42.1% | 0.05% | +17.9% |
| Q3 2019 | $298,000 | +0.7% | 7,597 | +0.1% | 0.04% | +2.6% |
| Q2 2019 | $296,000 | -2.3% | 7,590 | -4.6% | 0.04% | -15.6% |
| Q1 2019 | $303,000 | +3.1% | 7,956 | -3.4% | 0.04% | -22.4% |
| Q4 2018 | $294,000 | -11.7% | 8,238 | -6.1% | 0.06% | +13.7% |
| Q3 2018 | $333,000 | +1.2% | 8,776 | +0.1% | 0.05% | -32.0% |
| Q2 2018 | $329,000 | -0.6% | 8,768 | +0.0% | 0.08% | -10.7% |
| Q1 2018 | $331,000 | -5.2% | 8,766 | -4.5% | 0.08% | -36.4% |
| Q4 2017 | $349,000 | – | 9,181 | – | 0.13% | – |
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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% |