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 | $10,122 | -1.8% | 260 | +2.0% | 0.00% | – |
| Q2 2023 | $10,305 | -90.5% | 255 | -90.7% | 0.00% | – |
| Q1 2023 | $108,898 | +1023.5% | 2,732 | +971.4% | 0.00% | – |
| Q4 2022 | $9,693 | -43.0% | 255 | -42.7% | 0.00% | – |
| Q2 2022 | $17,000 | +88.9% | 445 | +122.5% | 0.00% | – |
| Q2 2021 | $9,000 | +200.0% | 200 | +156.4% | 0.00% | – |
| Q4 2020 | $3,000 | -98.3% | 78 | -98.1% | 0.00% | – |
| Q3 2020 | $172,000 | +191.5% | 4,187 | +187.0% | 0.00% | – |
| Q4 2019 | $59,000 | +34.1% | 1,459 | +17.8% | 0.00% | – |
| Q4 2018 | $44,000 | – | 1,239 | – | 0.00% | – |
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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% |