ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 177 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,362,150 | -42.0% | 32,815 | -46.9% | 0.02% | -50.0% |
| Q4 2022 | $2,347,725 | +93.7% | 61,766 | +86.6% | 0.04% | +81.0% |
| Q3 2022 | $1,212,000 | -10.7% | 33,108 | +4.8% | 0.02% | +10.5% |
| Q1 2022 | $1,357,000 | -46.9% | 31,591 | -43.8% | 0.02% | -44.1% |
| Q4 2021 | $2,557,000 | +1663.4% | 56,209 | +1325.2% | 0.03% | +750.0% |
| Q1 2020 | $145,000 | -42.0% | 3,944 | -36.8% | 0.00% | -20.0% |
| Q4 2019 | $250,000 | -92.7% | 6,240 | -93.5% | 0.01% | -94.1% |
| Q4 2018 | $3,437,000 | – | 96,321 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESTON WEALTH MANAGEMENT LLC | 136,685 | $5,239,000 | 4.20% |
| Planning Solutions Group LLC | 176,245 | $6,708,000 | 3.59% |
| SlateStone Wealth, LLC | 278,545 | $10,601,000 | 3.26% |
| PATTON ALBERTSON MILLER GROUP, LLC | 156,228 | $5,946,000 | 3.01% |
| TIEDEMANN ADVISORS, LLC | 1,618,523 | $61,589,000 | 2.90% |
| Madrona Financial Services, LLC | 67,217 | $2,558,000 | 2.80% |
| Weaver Consulting Group | 176,293 | $6,786,000 | 1.91% |
| Darwin Wealth Management, LLC | 147,889 | $5,629,000 | 1.85% |
| Madden Advisory Services, Inc. | 73,676 | $2,804,000 | 1.50% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 91,270 | $3,474,000 | 1.08% |