ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,480 | -1.0% | 449 | +2.7% | 0.01% | 0.0% |
| Q2 2023 | $17,659 | -39.1% | 437 | -41.3% | 0.01% | -50.0% |
| Q2 2022 | $29,000 | -32.6% | 744 | -26.5% | 0.01% | -23.1% |
| Q1 2022 | $43,000 | -4.4% | 1,012 | +3.1% | 0.01% | -7.1% |
| Q4 2021 | $45,000 | -11.8% | 982 | -13.6% | 0.01% | -12.5% |
| Q3 2021 | $51,000 | +4.1% | 1,137 | +3.6% | 0.02% | 0.0% |
| Q2 2021 | $49,000 | -55.0% | 1,097 | -56.4% | 0.02% | -59.0% |
| Q1 2021 | $109,000 | +45.3% | 2,514 | +44.1% | 0.04% | +34.5% |
| Q4 2020 | $75,000 | +21.0% | 1,745 | +15.9% | 0.03% | +7.4% |
| Q3 2020 | $62,000 | -74.7% | 1,506 | -75.5% | 0.03% | -74.3% |
| Q2 2020 | $245,000 | -11.6% | 6,145 | -18.4% | 0.10% | -25.0% |
| Q1 2020 | $277,000 | -7.0% | 7,532 | +1.6% | 0.14% | +11.1% |
| Q4 2019 | $298,000 | -8.3% | 7,417 | -10.3% | 0.13% | -15.4% |
| Q3 2019 | $325,000 | +0.6% | 8,265 | -0.1% | 0.15% | -4.5% |
| Q2 2019 | $323,000 | -24.7% | 8,273 | -26.5% | 0.16% | -30.0% |
| Q1 2019 | $429,000 | -16.2% | 11,261 | -21.5% | 0.22% | -25.2% |
| Q4 2018 | $512,000 | – | 14,352 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |