ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 188 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $150,000 | -9.6% | 3,648 | -12.5% | 0.15% | -8.0% |
| Q2 2020 | $166,000 | +18.6% | 4,171 | +7.4% | 0.16% | -9.0% |
| Q1 2020 | $140,000 | -9.1% | 3,885 | +1.9% | 0.18% | +17.1% |
| Q4 2019 | $154,000 | +2.7% | 3,814 | -0.8% | 0.15% | -3.2% |
| Q2 2019 | $150,000 | -16.2% | 3,843 | -18.4% | 0.16% | -15.6% |
| Q1 2019 | $179,000 | -51.4% | 4,712 | -54.3% | 0.19% | -52.3% |
| Q4 2018 | $368,000 | -4.9% | 10,308 | +0.9% | 0.39% | +4.6% |
| Q3 2018 | $387,000 | -14.4% | 10,220 | -15.2% | 0.37% | -17.5% |
| Q2 2018 | $452,000 | -20.0% | 12,055 | -19.5% | 0.45% | -7.6% |
| Q1 2018 | $565,000 | -29.7% | 14,969 | -29.2% | 0.49% | -28.2% |
| Q4 2017 | $804,000 | – | 21,129 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |