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 | $255,598 | -5.0% | 6,566 | -1.4% | 0.08% | +2.6% |
| Q2 2023 | $269,040 | +1.7% | 6,658 | +0.3% | 0.08% | -10.6% |
| Q1 2023 | $264,532 | +4.9% | 6,637 | +0.1% | 0.08% | -4.5% |
| Q4 2022 | $252,085 | +4.2% | 6,632 | +0.3% | 0.09% | +1.1% |
| Q3 2022 | $242,000 | -52.7% | 6,612 | -49.8% | 0.09% | -3.3% |
| Q2 2022 | $512,000 | +81.6% | 13,166 | +100.4% | 0.09% | +9.6% |
| Q1 2022 | $282,000 | -6.3% | 6,569 | -0.7% | 0.08% | -5.7% |
| Q4 2021 | $301,000 | +2.4% | 6,614 | +0.6% | 0.09% | -5.4% |
| Q3 2021 | $294,000 | -0.3% | 6,575 | +0.3% | 0.09% | 0.0% |
| Q2 2021 | $295,000 | +3.5% | 6,558 | +0.2% | 0.09% | -7.0% |
| Q1 2021 | $285,000 | -4.0% | 6,546 | -4.7% | 0.10% | -13.8% |
| Q4 2020 | $297,000 | +10.4% | 6,870 | +2.6% | 0.12% | -14.1% |
| Q4 2019 | $269,000 | +2.7% | 6,697 | +0.3% | 0.14% | -8.2% |
| Q3 2019 | $262,000 | +1.2% | 6,675 | +0.5% | 0.15% | -6.4% |
| Q2 2019 | $259,000 | +2.8% | 6,639 | +0.3% | 0.16% | -1.3% |
| Q1 2019 | $252,000 | +7.2% | 6,616 | +0.4% | 0.16% | -8.1% |
| Q4 2018 | $235,000 | -5.6% | 6,587 | +0.3% | 0.17% | +7.5% |
| Q3 2018 | $249,000 | +1.6% | 6,566 | +0.5% | 0.16% | -3.6% |
| Q2 2018 | $245,000 | -0.4% | 6,534 | +0.3% | 0.17% | -6.2% |
| Q1 2018 | $246,000 | +0.4% | 6,517 | +1.1% | 0.18% | -0.6% |
| Q4 2017 | $245,000 | +0.4% | 6,444 | +0.3% | 0.18% | -5.8% |
| Q3 2017 | $244,000 | +8.4% | 6,427 | +6.6% | 0.19% | +0.5% |
| Q2 2017 | $225,000 | +2.7% | 6,030 | 0.0% | 0.19% | -2.6% |
| Q1 2017 | $219,000 | +3.3% | 6,030 | 0.0% | 0.19% | -5.4% |
| Q4 2016 | $212,000 | – | 6,030 | – | 0.20% | – |
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% |