ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 158 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,139 | -16.6% | 1,082 | -13.4% | 0.01% | -12.5% |
| Q2 2023 | $50,517 | +1.4% | 1,250 | +0.1% | 0.02% | -5.9% |
| Q1 2023 | $49,797 | -13.8% | 1,249 | -17.8% | 0.02% | -19.0% |
| Q4 2022 | $57,778 | +5.1% | 1,520 | +1.5% | 0.02% | 0.0% |
| Q3 2022 | $55,000 | +1.9% | 1,497 | +8.3% | 0.02% | +10.5% |
| Q2 2022 | $54,000 | -8.5% | 1,382 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $59,000 | -11.9% | 1,382 | -6.6% | 0.02% | -9.5% |
| Q4 2021 | $67,000 | -13.0% | 1,480 | -14.2% | 0.02% | -19.2% |
| Q3 2021 | $77,000 | +10.0% | 1,724 | +10.3% | 0.03% | +18.2% |
| Q2 2021 | $70,000 | -2.8% | 1,563 | -5.4% | 0.02% | -12.0% |
| Q1 2021 | $72,000 | +33.3% | 1,652 | +31.2% | 0.02% | +19.0% |
| Q4 2020 | $54,000 | +3.8% | 1,259 | +0.1% | 0.02% | 0.0% |
| Q3 2020 | $52,000 | +6.1% | 1,258 | +2.4% | 0.02% | 0.0% |
| Q4 2019 | $49,000 | 0.0% | 1,228 | -2.2% | 0.02% | -8.7% |
| Q3 2019 | $49,000 | -14.0% | 1,256 | -14.1% | 0.02% | -14.8% |
| Q2 2019 | $57,000 | +1.8% | 1,462 | 0.0% | 0.03% | -3.6% |
| Q1 2019 | $56,000 | +3.7% | 1,462 | -4.1% | 0.03% | -9.7% |
| Q4 2018 | $54,000 | – | 1,525 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 1,379,666 | $49,185,000 | 10.23% |
| Well Done, LLC | 59,746 | $9,358,000 | 3.37% |
| Madrona Financial Services, LLC | 61,467 | $2,218,000 | 2.36% |
| Tiedemann Wealth Management Holdings, LLC | 21,781 | $786,000 | 1.95% |
| Madden Advisory Services, Inc. | 73,718 | $2,660,000 | 1.63% |
| PATTON ALBERTSON MILLER GROUP, LLC | 39,976 | $1,443,000 | 0.64% |
| Waverly Advisors, LLC | 40,448 | $1,460,000 | 0.61% |
| Darwin Wealth Management, LLC | 20,473 | $739,000 | 0.57% |
| Boston Standard Wealth Management, LLC | 19,332 | $698,000,000 | 0.56% |
| M Holdings Securities, Inc. | 31,991 | $1,155,000 | 0.53% |