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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,253 | -3.6% | 32,179 | +0.0% | 0.05% | 0.0% |
| Q2 2023 | $1,300 | +1.4% | 32,176 | +0.0% | 0.05% | -4.1% |
| Q1 2023 | $1,282 | +4.8% | 32,173 | 0.0% | 0.05% | -2.0% |
| Q4 2022 | $1,223 | -99.9% | 32,173 | +22.6% | 0.05% | +6.4% |
| Q3 2022 | $961,000 | -6.1% | 26,250 | 0.0% | 0.05% | +2.2% |
| Q2 2022 | $1,023,000 | -9.3% | 26,250 | 0.0% | 0.05% | -4.2% |
| Q1 2022 | $1,128,000 | -5.5% | 26,250 | 0.0% | 0.05% | -7.7% |
| Q4 2021 | $1,194,000 | +1.7% | 26,250 | 0.0% | 0.05% | -7.1% |
| Q3 2021 | $1,174,000 | -0.8% | 26,250 | 0.0% | 0.06% | -1.8% |
| Q2 2021 | $1,183,000 | -17.4% | 26,250 | -20.2% | 0.06% | -25.0% |
| Q1 2021 | $1,433,000 | +32.7% | 32,900 | +31.6% | 0.08% | +15.2% |
| Q4 2020 | $1,080,000 | – | 25,000 | – | 0.07% | – |
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% |