ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 182 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464,279 | -2.3% | 11,926 | +1.4% | 0.08% | -1.2% |
| Q2 2023 | $475,060 | +12.4% | 11,756 | +10.9% | 0.08% | +2.5% |
| Q1 2023 | $422,596 | +10.5% | 10,602 | +5.4% | 0.08% | -4.8% |
| Q4 2022 | $382,381 | +17.7% | 10,060 | +13.4% | 0.08% | +16.7% |
| Q3 2022 | $325,000 | -9.5% | 8,871 | -3.7% | 0.07% | -4.0% |
| Q2 2022 | $359,000 | +12.9% | 9,209 | +24.5% | 0.08% | +50.0% |
| Q1 2022 | $318,000 | -5.1% | 7,398 | +0.4% | 0.05% | 0.0% |
| Q4 2021 | $335,000 | +13.2% | 7,372 | +11.3% | 0.05% | +4.2% |
| Q3 2021 | $296,000 | +7.6% | 6,625 | +8.5% | 0.05% | +11.6% |
| Q2 2021 | $275,000 | -32.3% | 6,104 | -35.1% | 0.04% | -44.9% |
| Q4 2020 | $406,000 | +4.9% | 9,400 | -3.3% | 0.08% | -22.0% |
| Q2 2020 | $387,000 | +35.8% | 9,721 | +28.3% | 0.10% | -7.4% |
| Q1 2020 | $285,000 | +5.6% | 7,576 | +11.8% | 0.11% | +1.9% |
| Q4 2019 | $270,000 | +3.8% | 6,779 | +2.3% | 0.11% | -15.9% |
| Q3 2019 | $260,000 | +5.7% | 6,624 | +4.9% | 0.13% | +20.0% |
| Q2 2019 | $246,000 | – | 6,315 | – | 0.10% | – |
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% |