ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 173 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $480,000 | -70.9% | 11,703 | -71.7% | 0.10% | -71.7% |
| Q2 2020 | $1,647,000 | -79.8% | 41,307 | -81.4% | 0.37% | -84.2% |
| Q1 2020 | $8,168,000 | -22.3% | 222,319 | -15.1% | 2.32% | -3.4% |
| Q4 2019 | $10,515,000 | -3.9% | 262,014 | -5.9% | 2.40% | -24.7% |
| Q3 2019 | $10,941,000 | -1.8% | 278,473 | -2.4% | 3.19% | +1.8% |
| Q2 2019 | $11,136,000 | +5.0% | 285,391 | +2.5% | 3.14% | -3.7% |
| Q1 2019 | $10,601,000 | +5.0% | 278,545 | -1.6% | 3.26% | -29.9% |
| Q4 2018 | $10,099,000 | – | 283,039 | – | 4.64% | – |
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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% |