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 | $412,322 | -13.5% | 10,591 | -10.2% | 0.06% | -18.6% |
| Q2 2023 | $476,426 | -38.0% | 11,790 | -38.8% | 0.07% | -38.6% |
| Q1 2023 | $767,991 | +7.7% | 19,267 | +2.7% | 0.11% | +3.6% |
| Q4 2022 | $713,341 | +6.9% | 18,767 | +3.0% | 0.11% | +8.9% |
| Q3 2022 | $667,000 | -0.6% | 18,225 | +5.8% | 0.10% | +3.1% |
| Q2 2022 | $671,000 | +6.8% | 17,228 | +12.6% | 0.10% | +11.4% |
| Q1 2022 | $628,000 | +107.9% | 15,300 | +130.4% | 0.09% | +104.7% |
| Q4 2021 | $302,000 | +8.6% | 6,642 | +6.6% | 0.04% | +7.5% |
| Q3 2021 | $278,000 | +35.0% | 6,228 | +35.6% | 0.04% | +29.0% |
| Q2 2021 | $206,000 | +31.2% | 4,593 | +26.4% | 0.03% | +19.2% |
| Q4 2020 | $157,000 | -48.9% | 3,635 | -51.4% | 0.03% | -50.0% |
| Q3 2020 | $307,000 | +1.0% | 7,484 | -1.9% | 0.05% | -7.1% |
| Q2 2020 | $304,000 | – | 7,631 | +127083.3% | 0.06% | – |
| Q1 2020 | $0 | -100.0% | 6 | -99.9% | 0.00% | -100.0% |
| Q4 2019 | $175,000 | -35.2% | 4,373 | -36.5% | 0.03% | -42.6% |
| Q3 2019 | $270,000 | +62.7% | 6,891 | +61.2% | 0.05% | +67.9% |
| Q2 2019 | $166,000 | -39.6% | 4,274 | -41.0% | 0.03% | -46.2% |
| Q1 2019 | $275,000 | – | 7,250 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 162,262 | $6,972,000 | 4.21% |
| Weaver Consulting Group | 178,010 | $7,649,000 | 3.71% |
| TIEDEMANN ADVISORS, LLC | 1,530,555 | $65,766,000 | 3.34% |
| Investment Advisory Group, LLC | 108,788 | $4,677,000 | 2.84% |
| Weitzel Financial Services, Inc. | 82,420 | $3,541,587,000 | 2.26% |
| Beacon Financial Advisory LLC | 83,204 | $3,575,000 | 1.71% |
| Sweet Financial Partners, LLC | 131,235 | $5,639,000 | 1.51% |
| RESTON WEALTH MANAGEMENT LLC | 52,372 | $2,250,000 | 1.15% |
| Fort Henry Capital, LLC | 26,960 | $1,158,000 | 1.00% |
| WIN ADVISORS, INC | 68,996 | $2,965,000 | 0.78% |