ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 158 filers reported holding ISHARES TR in Q2 2019. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 190,477 | $8,661,000 | 5.64% |
| Compass Ion Advisors, LLC | 323,609 | $14,715,000 | 4.73% |
| Weaver Consulting Group | 181,467 | $8,251,000 | 3.97% |
| TIEDEMANN ADVISORS, LLC | 1,517,044 | $68,990,000 | 3.36% |
| Investment Advisory Group, LLC | 107,389 | $4,702,000 | 3.01% |
| FURE FINANCIAL CORP | 76,058 | $3,458,000 | 2.40% |
| Beacon Financial Advisory LLC | 104,542 | $4,754,000 | 2.20% |
| Weitzel Financial Services, Inc. | 65,876 | $2,995,381,000 | 1.81% |
| RESTON WEALTH MANAGEMENT LLC | 52,151 | $2,371,000 | 1.15% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 71,417 | $3,247,000 | 1.11% |