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 | $769,513 | -5.7% | 19,767 | -2.1% | 0.06% | -1.7% |
| Q2 2023 | $816,112 | -81.0% | 20,196 | -81.3% | 0.06% | -81.0% |
| Q1 2023 | $4,293,696 | +457.6% | 107,719 | +431.7% | 0.31% | +418.6% |
| Q4 2022 | $770,060 | -38.2% | 20,259 | -40.5% | 0.06% | -43.3% |
| Q3 2022 | $1,246,000 | +49.8% | 34,043 | +59.4% | 0.10% | +57.6% |
| Q2 2022 | $832,000 | +9.0% | 21,352 | +20.3% | 0.07% | +29.4% |
| Q1 2022 | $763,000 | -4.5% | 17,750 | +1.0% | 0.05% | -1.9% |
| Q4 2021 | $799,000 | +5.7% | 17,580 | +4.7% | 0.05% | -11.9% |
| Q2 2021 | $756,000 | +47.7% | 16,785 | +42.7% | 0.06% | +20.4% |
| Q1 2021 | $512,000 | +121.6% | 11,765 | +119.7% | 0.05% | +104.2% |
| Q4 2020 | $231,000 | -83.0% | 5,355 | -83.8% | 0.02% | -76.9% |
| Q3 2020 | $1,356,000 | +35.6% | 33,023 | +32.6% | 0.10% | -17.5% |
| Q4 2019 | $1,000,000 | – | 24,907 | – | 0.13% | – |
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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% |