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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $132,675 | +2.9% | 3,329 | -1.9% | 0.00% | 0.0% |
| Q4 2022 | $128,952 | -67.5% | 3,393 | -68.7% | 0.00% | -71.4% |
| Q3 2022 | $397,000 | +96.5% | 10,853 | +142.6% | 0.01% | +133.3% |
| Q2 2021 | $202,000 | -11.8% | 4,473 | -15.7% | 0.01% | -33.3% |
| Q4 2020 | $229,000 | 0.0% | 5,304 | -4.9% | 0.01% | -18.2% |
| Q3 2020 | $229,000 | +3.2% | 5,578 | -0.0% | 0.01% | -8.3% |
| Q2 2020 | $222,000 | +58.6% | 5,580 | +46.3% | 0.01% | +33.3% |
| Q1 2020 | $140,000 | -1.4% | 3,813 | +7.9% | 0.01% | +28.6% |
| Q4 2019 | $142,000 | +846.7% | 3,534 | +792.4% | 0.01% | +600.0% |
| Q3 2019 | $15,000 | 0.0% | 396 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | +400.0% | 396 | +421.1% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | – | 76 | – | 0.00% | – |
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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% |