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 | $227,351 | +1.4% | 5,840 | +5.2% | 0.12% | 0.0% |
| Q2 2023 | $224,276 | -25.7% | 5,550 | -26.8% | 0.12% | -28.5% |
| Q1 2023 | $302,019 | +7.1% | 7,577 | +2.2% | 0.16% | -3.5% |
| Q4 2022 | $281,920 | +19.0% | 7,417 | +14.6% | 0.17% | +17.1% |
| Q3 2022 | $237,000 | -2.9% | 6,473 | +3.2% | 0.15% | -10.4% |
| Q2 2022 | $244,000 | -8.6% | 6,271 | +0.9% | 0.16% | +1.2% |
| Q1 2022 | $267,000 | -12.2% | 6,217 | -6.9% | 0.16% | -13.4% |
| Q4 2021 | $304,000 | +12.2% | 6,681 | +10.3% | 0.19% | +3.9% |
| Q3 2021 | $271,000 | +15.8% | 6,055 | +16.8% | 0.18% | +9.1% |
| Q2 2021 | $234,000 | -2.5% | 5,186 | -6.0% | 0.16% | -1.8% |
| Q1 2021 | $240,000 | -13.0% | 5,518 | -13.5% | 0.17% | -18.5% |
| Q4 2020 | $276,000 | +0.4% | 6,381 | -4.7% | 0.20% | -12.8% |
| Q3 2020 | $275,000 | +11.3% | 6,699 | +8.2% | 0.24% | +6.3% |
| Q2 2020 | $247,000 | +15.4% | 6,192 | +6.5% | 0.22% | +4.2% |
| Q1 2020 | $214,000 | -0.5% | 5,816 | +8.7% | 0.21% | +19.8% |
| Q4 2019 | $215,000 | – | 5,349 | – | 0.18% | – |
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% |