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 | $509,355 | -3.3% | 13,083 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $526,856 | +26.7% | 13,037 | +25.0% | 0.02% | +35.7% |
| Q1 2023 | $415,677 | +5.5% | 10,428 | +0.6% | 0.01% | 0.0% |
| Q4 2022 | $394,066 | +4.8% | 10,367 | +0.9% | 0.01% | 0.0% |
| Q3 2022 | $376,000 | -1.8% | 10,274 | +4.4% | 0.01% | +7.7% |
| Q2 2022 | $383,000 | -9.5% | 9,839 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $423,000 | -9.4% | 9,837 | -4.1% | 0.01% | 0.0% |
| Q4 2021 | $467,000 | +1.7% | 10,260 | +0.1% | 0.01% | -7.1% |
| Q3 2021 | $459,000 | -15.0% | 10,252 | -14.4% | 0.01% | -12.5% |
| Q2 2021 | $540,000 | +0.7% | 11,980 | -2.7% | 0.02% | -5.9% |
| Q1 2021 | $536,000 | +1.3% | 12,310 | +0.6% | 0.02% | -5.6% |
| Q4 2020 | $529,000 | -0.2% | 12,237 | -5.2% | 0.02% | -14.3% |
| Q3 2020 | $530,000 | +13.0% | 12,909 | +9.7% | 0.02% | 0.0% |
| Q2 2020 | $469,000 | +5.9% | 11,769 | -2.3% | 0.02% | -19.2% |
| Q1 2020 | $443,000 | +26.2% | 12,051 | +37.7% | 0.03% | +73.3% |
| Q4 2019 | $351,000 | +5.7% | 8,754 | +3.6% | 0.02% | -6.2% |
| Q3 2019 | $332,000 | +3.4% | 8,450 | +2.9% | 0.02% | -5.9% |
| Q2 2019 | $321,000 | +9.6% | 8,215 | +6.6% | 0.02% | 0.0% |
| Q1 2019 | $293,000 | -19.3% | 7,706 | -24.3% | 0.02% | -34.6% |
| Q4 2018 | $363,000 | -63.7% | 10,179 | -61.4% | 0.03% | -55.9% |
| Q3 2018 | $1,000,000 | +7.6% | 26,379 | +6.6% | 0.06% | -4.8% |
| Q2 2018 | $929,000 | – | 24,751 | – | 0.06% | – |
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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% |