ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,567,019 | +39.6% | 245,749 | +45.0% | 0.06% | +39.0% |
| Q2 2023 | $6,850,990 | -15.1% | 169,537 | -16.3% | 0.04% | -21.2% |
| Q1 2023 | $8,074,090 | +8.9% | 202,561 | +3.8% | 0.05% | -3.7% |
| Q4 2022 | $7,416,167 | -1.4% | 195,111 | -5.0% | 0.05% | -10.0% |
| Q3 2022 | $7,518,000 | +1.2% | 205,347 | +7.7% | 0.06% | +1.7% |
| Q2 2022 | $7,427,000 | -85.9% | 190,630 | -84.4% | 0.06% | -83.7% |
| Q1 2022 | $52,584,000 | +180.6% | 1,223,728 | +196.9% | 0.36% | +175.6% |
| Q4 2021 | $18,741,000 | -67.5% | 412,151 | -68.1% | 0.13% | -72.5% |
| Q3 2021 | $57,750,000 | +533.3% | 1,290,787 | +537.7% | 0.48% | +495.0% |
| Q2 2021 | $9,119,000 | -81.6% | 202,416 | -82.2% | 0.08% | -84.0% |
| Q1 2021 | $49,482,000 | +13.6% | 1,136,213 | +12.6% | 0.50% | +1.2% |
| Q4 2020 | $43,576,000 | +2394.3% | 1,008,714 | +2270.6% | 0.49% | +1876.0% |
| Q3 2020 | $1,747,000 | +4.9% | 42,551 | +1.9% | 0.02% | -3.8% |
| Q2 2020 | $1,665,000 | +17.8% | 41,771 | +8.6% | 0.03% | -18.8% |
| Q1 2020 | $1,413,000 | -59.1% | 38,468 | -55.3% | 0.03% | -57.3% |
| Q4 2019 | $3,457,000 | -61.2% | 86,134 | -62.0% | 0.08% | -70.9% |
| Q3 2019 | $8,913,000 | +703.0% | 226,840 | +697.6% | 0.26% | +681.8% |
| Q2 2019 | $1,110,000 | +35.9% | 28,440 | +32.4% | 0.03% | -42.1% |
| Q1 2019 | $817,000 | +29.3% | 21,474 | +21.2% | 0.06% | -47.2% |
| Q4 2018 | $632,000 | +58.0% | 17,717 | +67.7% | 0.11% | +390.9% |
| Q3 2018 | $400,000 | +42.3% | 10,567 | +41.3% | 0.02% | +15.8% |
| Q2 2018 | $281,000 | -3.4% | 7,480 | -2.9% | 0.02% | -13.6% |
| Q1 2018 | $291,000 | -43.1% | 7,703 | -42.6% | 0.02% | -51.1% |
| Q4 2017 | $511,000 | +74.4% | 13,424 | +74.1% | 0.04% | +66.7% |
| Q3 2017 | $293,000 | +25.2% | 7,712 | +22.9% | 0.03% | -3.6% |
| Q2 2017 | $234,000 | – | 6,273 | – | 0.03% | – |
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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% |