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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $282,687 | +1.6% | 7,092 | -3.1% | 0.07% | -6.6% |
| Q4 2022 | $278,309 | -9.0% | 7,322 | -12.3% | 0.08% | -17.4% |
| Q3 2022 | $306,000 | -8.9% | 8,352 | -3.3% | 0.09% | -8.0% |
| Q2 2022 | $336,000 | -13.4% | 8,635 | -4.3% | 0.10% | +1.0% |
| Q1 2022 | $388,000 | -4.2% | 9,025 | +1.4% | 0.10% | +3.1% |
| Q4 2021 | $405,000 | +1.0% | 8,900 | -0.7% | 0.10% | -7.7% |
| Q3 2021 | $401,000 | -3.8% | 8,960 | -3.2% | 0.10% | -6.3% |
| Q2 2021 | $417,000 | +8.6% | 9,260 | +5.1% | 0.11% | -2.6% |
| Q1 2021 | $384,000 | -2.0% | 8,810 | -3.0% | 0.11% | -12.3% |
| Q4 2020 | $392,000 | 0.0% | 9,080 | -4.8% | 0.13% | -20.2% |
| Q3 2020 | $392,000 | +2.1% | 9,539 | -0.9% | 0.16% | -4.1% |
| Q2 2020 | $384,000 | +9.7% | 9,629 | +1.0% | 0.17% | -3.4% |
| Q1 2020 | $350,000 | -19.9% | 9,529 | -12.6% | 0.18% | -1.1% |
| Q4 2019 | $437,000 | +4.0% | 10,899 | +2.0% | 0.18% | +1.1% |
| Q3 2019 | $420,000 | +0.7% | 10,682 | +0.0% | 0.18% | -6.4% |
| Q2 2019 | $417,000 | -1.4% | 10,680 | -3.9% | 0.19% | -7.4% |
| Q1 2019 | $423,000 | -0.2% | 11,109 | -6.6% | 0.20% | -15.4% |
| Q4 2018 | $424,000 | -8.6% | 11,889 | -3.0% | 0.24% | +3.4% |
| Q3 2018 | $464,000 | -1.3% | 12,257 | -2.1% | 0.23% | -7.6% |
| Q2 2018 | $470,000 | +2.8% | 12,515 | +3.3% | 0.25% | +2.0% |
| Q1 2018 | $457,000 | +8.8% | 12,111 | +9.7% | 0.25% | +12.8% |
| Q4 2017 | $420,000 | +37.7% | 11,036 | +37.6% | 0.22% | +29.0% |
| Q3 2017 | $305,000 | +18.2% | 8,023 | +15.9% | 0.17% | +9.7% |
| Q2 2017 | $258,000 | – | 6,922 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 184,080 | $7,952,000 | 4.96% |
| IronBridge Private Wealth, LLC | 115,465 | $4,988,000 | 3.69% |
| RESTON WEALTH MANAGEMENT LLC | 130,445 | $5,635,000 | 3.20% |
| Beacon Financial Advisory LLC | 107,915 | $4,661,000 | 3.03% |
| TIEDEMANN ADVISORS, LLC | 1,408,391 | $60,839,000 | 2.94% |
| ARQ WEALTH ADVISORS, LLC | 107,906 | $4,662,000 | 2.93% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 173,998 | $7,517,000 | 2.85% |
| Thrive Capital Management, LLC | 57,340 | $2,477,000 | 2.64% |
| FURE FINANCIAL CORP | 71,088 | $3,071,000 | 2.18% |
| Trilogy Capital Inc. | 532,533 | $23,005,000 | 1.88% |