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 | $378,470 | -4.9% | 9,722 | -1.3% | 0.04% | -5.1% |
| Q2 2023 | $397,895 | -6.7% | 9,846 | -7.9% | 0.04% | -22.0% |
| Q1 2023 | $426,315 | +4.9% | 10,695 | 0.0% | 0.05% | +4.2% |
| Q4 2022 | $406,520 | +12.3% | 10,695 | +8.1% | 0.05% | +2.1% |
| Q3 2022 | $362,000 | -6.0% | 9,896 | +0.1% | 0.05% | 0.0% |
| Q2 2022 | $385,000 | -19.1% | 9,886 | -10.8% | 0.05% | -9.6% |
| Q1 2022 | $476,000 | -5.7% | 11,085 | -0.2% | 0.05% | -13.3% |
| Q4 2021 | $505,000 | +0.6% | 11,107 | -0.9% | 0.06% | -4.8% |
| Q3 2021 | $502,000 | -0.6% | 11,210 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $505,000 | +0.2% | 11,210 | -3.2% | 0.06% | -11.3% |
| Q1 2021 | $504,000 | +0.8% | 11,582 | -0.0% | 0.07% | -4.1% |
| Q4 2020 | $500,000 | +11.1% | 11,585 | +5.6% | 0.07% | -12.9% |
| Q3 2020 | $450,000 | +373.7% | 10,968 | +361.6% | 0.08% | +347.4% |
| Q2 2020 | $95,000 | +9.2% | 2,376 | 0.0% | 0.02% | -9.5% |
| Q1 2020 | $87,000 | -9.4% | 2,376 | -0.2% | 0.02% | -19.2% |
| Q4 2019 | $96,000 | +1.1% | 2,381 | -1.4% | 0.03% | 0.0% |
| Q3 2019 | $95,000 | +1.1% | 2,414 | 0.0% | 0.03% | -10.3% |
| Q2 2019 | $94,000 | -5.1% | 2,414 | -7.7% | 0.03% | -21.6% |
| Q1 2019 | $99,000 | +6.5% | 2,614 | 0.0% | 0.04% | -7.5% |
| Q4 2018 | $93,000 | – | 2,614 | – | 0.04% | – |
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% |