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 | $276,469 | +4.9% | 6,936 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $263,637 | +0.2% | 6,936 | -3.6% | 0.03% | -3.2% |
| Q3 2022 | $263,000 | -6.1% | 7,196 | 0.0% | 0.03% | +6.9% |
| Q2 2022 | $280,000 | -9.4% | 7,196 | 0.0% | 0.03% | +3.6% |
| Q1 2022 | $309,000 | -12.5% | 7,196 | -7.4% | 0.03% | +7.7% |
| Q4 2021 | $353,000 | +4.4% | 7,770 | +2.9% | 0.03% | -7.1% |
| Q3 2021 | $338,000 | -3.4% | 7,548 | -2.8% | 0.03% | -3.4% |
| Q2 2021 | $350,000 | +3.6% | 7,767 | +0.0% | 0.03% | -6.5% |
| Q1 2021 | $338,000 | -28.2% | 7,766 | -28.8% | 0.03% | -32.6% |
| Q4 2020 | $471,000 | +5.1% | 10,906 | 0.0% | 0.05% | -8.0% |
| Q3 2020 | $448,000 | +3.0% | 10,906 | -0.0% | 0.05% | -3.8% |
| Q2 2020 | $435,000 | +8.5% | 10,910 | +0.0% | 0.05% | -7.1% |
| Q1 2020 | $401,000 | -54.2% | 10,906 | -50.0% | 0.06% | +21.7% |
| Q4 2019 | $876,000 | – | 21,821 | – | 0.05% | – |
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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% |