ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,368 | +21.0% | 9,488 | +25.6% | 0.01% | +20.0% |
| Q2 2023 | $305,378 | +1.4% | 7,557 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $301,222 | +7.3% | 7,557 | +2.3% | 0.01% | 0.0% |
| Q4 2022 | $280,856 | -80.3% | 7,389 | -81.0% | 0.01% | -81.5% |
| Q3 2022 | $1,427,000 | +32.5% | 38,987 | +41.0% | 0.03% | +35.0% |
| Q2 2022 | $1,077,000 | -37.0% | 27,651 | -30.5% | 0.02% | -23.1% |
| Q1 2022 | $1,710,000 | -25.4% | 39,806 | -21.0% | 0.03% | -25.7% |
| Q4 2021 | $2,291,000 | +69.7% | 50,377 | +66.9% | 0.04% | +52.2% |
| Q3 2021 | $1,350,000 | +2.8% | 30,185 | +3.6% | 0.02% | +4.5% |
| Q2 2021 | $1,313,000 | -99.9% | 29,147 | -42.4% | 0.02% | +15.8% |
| Q1 2021 | $2,204,954,000 | +247926.3% | 50,630 | +145.9% | 0.02% | 0.0% |
| Q4 2020 | $889,000 | +14.1% | 20,586 | +8.5% | 0.02% | -5.0% |
| Q3 2020 | $779,000 | -1.4% | 18,981 | -4.2% | 0.02% | -13.0% |
| Q2 2020 | $790,000 | +14.7% | 19,811 | +5.6% | 0.02% | -8.0% |
| Q1 2020 | $689,000 | -8.5% | 18,764 | 0.0% | 0.02% | +13.6% |
| Q4 2019 | $753,000 | +3.6% | 18,764 | +1.3% | 0.02% | -8.3% |
| Q3 2019 | $727,000 | -6.6% | 18,524 | -7.1% | 0.02% | -17.2% |
| Q2 2019 | $778,000 | +3.2% | 19,939 | +0.5% | 0.03% | -9.4% |
| Q1 2019 | $754,000 | +16.5% | 19,836 | +9.4% | 0.03% | 0.0% |
| Q4 2018 | $647,000 | -5.3% | 18,133 | +0.5% | 0.03% | -3.0% |
| Q3 2018 | $683,000 | +1.6% | 18,038 | +0.8% | 0.03% | -17.5% |
| Q2 2018 | $672,000 | -0.6% | 17,900 | 0.0% | 0.04% | -13.0% |
| Q1 2018 | $676,000 | -0.6% | 17,900 | 0.0% | 0.05% | -11.5% |
| Q4 2017 | $680,000 | +0.1% | 17,900 | 0.0% | 0.05% | -24.6% |
| Q3 2017 | $679,000 | +1.8% | 17,900 | 0.0% | 0.07% | -8.0% |
| Q2 2017 | $667,000 | +2.6% | 17,900 | 0.0% | 0.08% | -23.5% |
| Q1 2017 | $650,000 | +3.2% | 17,900 | 0.0% | 0.10% | -66.0% |
| Q4 2016 | $630,000 | – | 17,900 | – | 0.29% | – |
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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% |