ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,658 | +24.4% | 1,404 | +29.2% | 0.00% | – |
| Q2 2023 | $43,926 | +1.4% | 1,087 | 0.0% | 0.00% | – |
| Q1 2023 | $43,328 | -46.0% | 1,087 | -48.5% | 0.00% | – |
| Q4 2022 | $80,169 | +4.1% | 2,109 | +0.6% | 0.00% | – |
| Q3 2022 | $77,000 | -4.9% | 2,096 | +0.3% | 0.00% | – |
| Q2 2022 | $81,000 | -10.0% | 2,090 | +0.1% | 0.00% | – |
| Q1 2022 | $90,000 | -5.3% | 2,087 | 0.0% | 0.00% | – |
| Q4 2021 | $95,000 | +2.2% | 2,087 | +0.4% | 0.00% | – |
| Q3 2021 | $93,000 | 0.0% | 2,078 | +0.2% | 0.00% | – |
| Q2 2021 | $93,000 | +3.3% | 2,074 | -0.2% | 0.00% | – |
| Q1 2021 | $90,000 | -21.1% | 2,078 | -21.5% | 0.00% | – |
| Q4 2020 | $114,000 | -44.1% | 2,646 | -46.6% | 0.00% | – |
| Q3 2020 | $204,000 | -85.3% | 4,959 | -85.7% | 0.00% | -100.0% |
| Q2 2020 | $1,385,000 | +3.8% | 34,729 | -4.4% | 0.00% | 0.0% |
| Q1 2020 | $1,334,000 | -11.1% | 36,328 | -2.8% | 0.00% | +100.0% |
| Q4 2019 | $1,500,000 | +15.0% | 37,359 | +12.6% | 0.00% | 0.0% |
| Q3 2019 | $1,304,000 | -12.2% | 33,187 | -12.8% | 0.00% | 0.0% |
| Q2 2019 | $1,485,000 | +6.5% | 38,067 | +3.9% | 0.00% | 0.0% |
| Q1 2019 | $1,394,000 | +6.6% | 36,626 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $1,308,000 | -5.7% | 36,626 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,387,000 | +24.7% | 36,626 | +23.6% | 0.00% | 0.0% |
| Q2 2018 | $1,112,000 | -0.7% | 29,630 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,120,000 | -0.7% | 29,630 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,128,000 | +0.2% | 29,630 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,126,000 | +2.0% | 29,630 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $1,104,000 | -4.3% | 29,630 | -6.6% | 0.00% | 0.0% |
| Q1 2017 | $1,154,000 | +3.2% | 31,730 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,118,000 | +219.4% | 31,730 | +206.7% | 0.00% | – |
| Q3 2015 | $350,000 | -5.1% | 10,346 | -1.3% | 0.00% | – |
| Q2 2015 | $369,000 | -1.1% | 10,486 | 0.0% | 0.00% | – |
| Q1 2015 | $373,000 | +2.5% | 10,486 | +1.4% | 0.00% | – |
| Q4 2014 | $364,000 | – | 10,346 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 162,262 | $6,972,000 | 4.21% |
| Weaver Consulting Group | 178,010 | $7,649,000 | 3.71% |
| TIEDEMANN ADVISORS, LLC | 1,530,555 | $65,766,000 | 3.34% |
| Investment Advisory Group, LLC | 108,788 | $4,677,000 | 2.84% |
| Weitzel Financial Services, Inc. | 82,420 | $3,541,587,000 | 2.26% |
| Beacon Financial Advisory LLC | 83,204 | $3,575,000 | 1.71% |
| Sweet Financial Partners, LLC | 131,235 | $5,639,000 | 1.51% |
| RESTON WEALTH MANAGEMENT LLC | 52,372 | $2,250,000 | 1.15% |
| Fort Henry Capital, LLC | 26,960 | $1,158,000 | 1.00% |
| WIN ADVISORS, INC | 68,996 | $2,965,000 | 0.78% |