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 | $289,993 | -14.8% | 7,449 | -11.5% | 0.04% | -16.3% |
| Q2 2023 | $340,280 | +7.0% | 8,421 | +5.6% | 0.04% | +2.4% |
| Q1 2023 | $317,924 | +17.6% | 7,976 | +12.1% | 0.04% | +13.5% |
| Q4 2022 | $270,347 | -29.2% | 7,113 | -31.9% | 0.04% | -38.3% |
| Q3 2022 | $382,000 | -7.3% | 10,444 | -1.1% | 0.06% | -3.2% |
| Q2 2022 | $412,000 | -5.9% | 10,563 | +3.7% | 0.06% | +6.9% |
| Q1 2022 | $438,000 | -18.7% | 10,182 | -14.2% | 0.06% | -14.7% |
| Q4 2021 | $539,000 | +3.5% | 11,861 | +1.8% | 0.07% | -4.2% |
| Q3 2021 | $521,000 | +5.9% | 11,651 | +6.8% | 0.07% | +6.0% |
| Q2 2021 | $492,000 | -22.2% | 10,914 | -25.3% | 0.07% | -28.7% |
| Q4 2020 | $632,000 | +8.4% | 14,619 | +3.0% | 0.09% | -4.1% |
| Q3 2020 | $583,000 | +5.4% | 14,200 | +2.5% | 0.10% | 0.0% |
| Q2 2020 | $553,000 | +21.3% | 13,859 | +11.8% | 0.10% | -6.7% |
| Q1 2020 | $456,000 | +71.4% | 12,399 | +87.2% | 0.10% | +38.2% |
| Q4 2019 | $266,000 | +29.1% | 6,624 | +26.1% | 0.08% | +22.6% |
| Q3 2019 | $206,000 | +25.6% | 5,252 | +25.3% | 0.06% | +12.7% |
| Q2 2019 | $164,000 | +13.9% | 4,191 | +3.7% | 0.06% | -3.5% |
| Q4 2018 | $144,000 | +8.3% | 4,040 | +14.8% | 0.06% | +5.6% |
| Q3 2018 | $133,000 | – | 3,519 | – | 0.05% | – |
Download | ||||||
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% |