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 | $195,432 | -9.7% | 5,020 | -6.3% | 0.00% | 0.0% |
| Q2 2023 | $216,535 | +3.1% | 5,358 | +1.7% | 0.00% | 0.0% |
| Q1 2023 | $210,071 | +4.3% | 5,270 | -0.6% | 0.00% | 0.0% |
| Q4 2022 | $201,499 | +47.1% | 5,301 | +41.4% | 0.00% | 0.0% |
| Q3 2022 | $137,000 | +55.7% | 3,748 | +65.4% | 0.00% | +100.0% |
| Q2 2022 | $88,000 | +14.3% | 2,266 | +26.2% | 0.00% | 0.0% |
| Q1 2022 | $77,000 | 0.0% | 1,795 | +6.3% | 0.00% | 0.0% |
| Q4 2021 | $77,000 | 0.0% | 1,688 | -1.6% | 0.00% | 0.0% |
| Q3 2021 | $77,000 | +10.0% | 1,716 | +9.9% | 0.00% | 0.0% |
| Q2 2021 | $70,000 | -11.4% | 1,562 | -14.3% | 0.00% | -50.0% |
| Q1 2021 | $79,000 | -60.7% | 1,822 | -60.9% | 0.00% | -60.0% |
| Q4 2020 | $201,000 | – | 4,663 | – | 0.01% | – |
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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% |