ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 182 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $400,000 | -18.2% | 8,795 | -19.5% | 0.24% | -21.9% |
| Q3 2021 | $489,000 | +32.9% | 10,920 | +33.5% | 0.30% | +35.4% |
| Q2 2021 | $368,000 | +35.8% | 8,178 | +31.6% | 0.22% | +16.1% |
| Q1 2021 | $271,000 | +5.4% | 6,215 | +4.6% | 0.19% | -21.0% |
| Q4 2020 | $257,000 | +8.0% | 5,940 | +2.3% | 0.24% | -2.0% |
| Q3 2020 | $238,000 | -2.9% | 5,806 | -5.5% | 0.25% | -0.4% |
| Q2 2020 | $245,000 | +5.6% | 6,145 | -2.8% | 0.25% | -10.4% |
| Q1 2020 | $232,000 | -19.4% | 6,322 | -11.4% | 0.28% | +44.8% |
| Q4 2019 | $288,000 | – | 7,138 | – | 0.19% | – |
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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% |