ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 186 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $402,970 | -13.5% | 9,972 | -14.4% | 0.02% | -16.0% |
| Q1 2023 | $466,111 | +0.6% | 11,645 | -4.5% | 0.02% | -10.7% |
| Q4 2022 | $463,532 | -8.9% | 12,195 | -12.2% | 0.03% | -20.0% |
| Q3 2022 | $509,000 | +4.1% | 13,891 | +10.7% | 0.04% | -5.4% |
| Q2 2022 | $489,000 | -14.8% | 12,546 | -6.1% | 0.04% | -19.6% |
| Q1 2022 | $574,000 | -10.7% | 13,366 | -5.4% | 0.05% | -9.8% |
| Q4 2021 | $643,000 | -0.6% | 14,135 | -2.2% | 0.05% | -3.8% |
| Q3 2021 | $647,000 | +2.4% | 14,460 | +3.1% | 0.05% | +1.9% |
| Q2 2021 | $632,000 | -2.3% | 14,021 | -5.5% | 0.05% | -10.3% |
| Q1 2021 | $647,000 | +2.2% | 14,842 | +1.3% | 0.06% | -4.9% |
| Q4 2020 | $633,000 | +37.0% | 14,650 | +30.3% | 0.06% | +22.0% |
| Q3 2020 | $462,000 | +1.8% | 11,246 | -1.2% | 0.05% | -16.7% |
| Q2 2020 | $454,000 | +22.7% | 11,386 | +13.0% | 0.06% | 0.0% |
| Q1 2020 | $370,000 | +6.6% | 10,073 | +16.5% | 0.06% | -1.6% |
| Q4 2019 | $347,000 | +0.9% | 8,643 | -1.4% | 0.06% | +8.9% |
| Q3 2019 | $344,000 | +21.6% | 8,766 | +21.0% | 0.06% | +24.4% |
| Q2 2019 | $283,000 | +31.6% | 7,246 | +28.0% | 0.04% | +18.4% |
| Q1 2019 | $215,000 | +22.9% | 5,662 | +15.3% | 0.04% | +2.7% |
| Q4 2018 | $175,000 | -18.2% | 4,909 | -13.1% | 0.04% | -47.9% |
| Q3 2018 | $214,000 | -9.3% | 5,647 | -10.3% | 0.07% | +29.1% |
| Q2 2018 | $236,000 | – | 6,292 | – | 0.06% | – |
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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% |