ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 217 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,365 | -4.3% | 13,213 | -0.7% | 0.00% | -20.0% |
| Q2 2023 | $537,735 | +5.5% | 13,307 | +4.0% | 0.01% | +25.0% |
| Q1 2023 | $509,824 | +2.7% | 12,790 | -2.0% | 0.00% | -20.0% |
| Q4 2022 | $496,303 | +129.8% | 13,057 | +121.1% | 0.01% | +25.0% |
| Q3 2022 | $216,000 | -63.3% | 5,906 | -61.0% | 0.00% | -55.6% |
| Q2 2022 | $589,000 | -0.7% | 15,130 | +9.7% | 0.01% | 0.0% |
| Q1 2022 | $593,000 | -4.2% | 13,790 | +1.3% | 0.01% | 0.0% |
| Q4 2021 | $619,000 | +2.1% | 13,610 | +0.5% | 0.01% | -10.0% |
| Q3 2021 | $606,000 | -3.3% | 13,546 | -2.7% | 0.01% | 0.0% |
| Q2 2021 | $627,000 | +5.0% | 13,920 | +1.5% | 0.01% | -16.7% |
| Q1 2021 | $597,000 | +18.5% | 13,713 | +17.6% | 0.01% | +20.0% |
| Q4 2020 | $504,000 | – | 11,660 | – | 0.01% | – |
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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% |