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 | $308,910 | -3.7% | 7,935 | 0.0% | 0.07% | +2.9% |
| Q2 2023 | $320,653 | +1.4% | 7,935 | 0.0% | 0.07% | -4.2% |
| Q1 2023 | $316,289 | +0.4% | 7,935 | -4.3% | 0.07% | +7.5% |
| Q4 2022 | $315,065 | +8.3% | 8,289 | +4.5% | 0.07% | -13.0% |
| Q3 2022 | $291,000 | -5.5% | 7,935 | 0.0% | 0.08% | +1.3% |
| Q2 2022 | $308,000 | -9.7% | 7,935 | 0.0% | 0.08% | +5.6% |
| Q1 2022 | $341,000 | -5.5% | 7,935 | 0.0% | 0.07% | -4.0% |
| Q4 2021 | $361,000 | +1.7% | 7,935 | 0.0% | 0.08% | -9.6% |
| Q3 2021 | $355,000 | -0.6% | 7,935 | 0.0% | 0.08% | +1.2% |
| Q2 2021 | $357,000 | +3.2% | 7,935 | 0.0% | 0.08% | -4.7% |
| Q1 2021 | $346,000 | +0.9% | 7,935 | 0.0% | 0.09% | -12.2% |
| Q4 2020 | $343,000 | +5.2% | 7,935 | 0.0% | 0.10% | -10.9% |
| Q3 2020 | $326,000 | +3.2% | 7,935 | 0.0% | 0.11% | -9.1% |
| Q2 2020 | $316,000 | +8.2% | 7,935 | 0.0% | 0.12% | -22.4% |
| Q1 2020 | $292,000 | -8.2% | 7,935 | 0.0% | 0.16% | +16.4% |
| Q4 2019 | $318,000 | +1.9% | 7,935 | 0.0% | 0.13% | -4.3% |
| Q3 2019 | $312,000 | -16.1% | 7,935 | -16.8% | 0.14% | -17.6% |
| Q2 2019 | $372,000 | -49.1% | 9,541 | -50.3% | 0.17% | -50.3% |
| Q1 2019 | $731,000 | +3.8% | 19,201 | -2.7% | 0.34% | +10.3% |
| Q4 2018 | $704,000 | +119.3% | 19,739 | +133.0% | 0.31% | +118.3% |
| Q3 2018 | $321,000 | +0.9% | 8,473 | 0.0% | 0.14% | +6.8% |
| Q2 2018 | $318,000 | – | 8,473 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 162,262 | $6,972,000 | 4.21% |
| Weaver Consulting Group | 178,010 | $7,649,000 | 3.71% |
| TIEDEMANN ADVISORS, LLC | 1,530,555 | $65,766,000 | 3.34% |
| Investment Advisory Group, LLC | 108,788 | $4,677,000 | 2.84% |
| Weitzel Financial Services, Inc. | 82,420 | $3,541,587,000 | 2.26% |
| Beacon Financial Advisory LLC | 83,204 | $3,575,000 | 1.71% |
| Sweet Financial Partners, LLC | 131,235 | $5,639,000 | 1.51% |
| RESTON WEALTH MANAGEMENT LLC | 52,372 | $2,250,000 | 1.15% |
| Fort Henry Capital, LLC | 26,960 | $1,158,000 | 1.00% |
| WIN ADVISORS, INC | 68,996 | $2,965,000 | 0.78% |