ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 188 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $125,000 | +7.8% | 3,130 | -1.3% | 0.01% | -20.0% |
| Q1 2020 | $116,000 | -7.9% | 3,170 | +1.3% | 0.01% | +11.1% |
| Q4 2019 | $126,000 | -2.3% | 3,130 | -5.0% | 0.01% | -18.2% |
| Q3 2019 | $129,000 | -9.8% | 3,295 | -10.0% | 0.01% | -8.3% |
| Q2 2019 | $143,000 | +2.9% | 3,663 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $139,000 | +24.1% | 3,663 | +17.0% | 0.01% | +20.0% |
| Q4 2018 | $112,000 | -16.4% | 3,130 | -11.4% | 0.01% | -28.6% |
| Q3 2018 | $134,000 | +0.8% | 3,533 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $133,000 | +12.7% | 3,533 | +12.9% | 0.02% | +7.1% |
| Q1 2018 | $118,000 | – | 3,130 | – | 0.01% | – |
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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% |