ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 127 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $348,097 | -37.2% | 8,733 | -40.1% | 0.03% | -46.3% |
| Q4 2022 | $554,224 | +6.6% | 14,581 | +2.6% | 0.05% | -8.5% |
| Q3 2022 | $520,000 | -2.1% | 14,211 | +21.8% | 0.06% | +13.5% |
| Q4 2021 | $531,000 | +139.2% | 11,668 | +127.2% | 0.05% | +36.8% |
| Q4 2020 | $222,000 | -24.2% | 5,135 | -27.8% | 0.04% | -32.1% |
| Q3 2020 | $293,000 | +2.4% | 7,115 | 0.0% | 0.06% | -12.5% |
| Q2 2020 | $286,000 | -6.2% | 7,115 | -11.9% | 0.06% | -22.0% |
| Q1 2020 | $305,000 | -22.0% | 8,080 | -17.0% | 0.08% | -14.6% |
| Q4 2019 | $391,000 | -10.1% | 9,735 | -12.8% | 0.10% | -20.0% |
| Q3 2019 | $435,000 | -36.4% | 11,167 | -36.3% | 0.12% | -35.5% |
| Q2 2019 | $684,000 | -24.3% | 17,528 | -25.5% | 0.19% | -32.4% |
| Q1 2019 | $904,000 | -9.2% | 23,530 | -12.3% | 0.28% | -11.9% |
| Q4 2018 | $996,000 | -19.4% | 26,829 | -20.8% | 0.31% | -67.5% |
| Q3 2018 | $1,236,000 | -15.0% | 33,877 | -12.6% | 0.96% | -25.3% |
| Q2 2018 | $1,454,000 | +9.5% | 38,753 | +10.2% | 1.28% | +2.0% |
| Q1 2018 | $1,328,000 | +11.5% | 35,169 | +12.3% | 1.26% | +0.8% |
| Q4 2017 | $1,191,000 | – | 31,321 | – | 1.25% | – |
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% |