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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $119,781 | +7.7% | 2,964 | +6.2% | 0.03% | +4.0% |
| Q1 2023 | $111,234 | -25.4% | 2,791 | -31.4% | 0.02% | -41.9% |
| Q4 2022 | $149,043 | +0.0% | 4,071 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $149,000 | -11.8% | 4,071 | -6.0% | 0.04% | -6.5% |
| Q2 2022 | $169,000 | +5.0% | 4,333 | +15.6% | 0.05% | +21.1% |
| Q1 2022 | $161,000 | +2.5% | 3,748 | +8.4% | 0.04% | +8.6% |
| Q4 2021 | $157,000 | +0.6% | 3,457 | -0.8% | 0.04% | -7.9% |
| Q3 2021 | $156,000 | +27.9% | 3,485 | +28.6% | 0.04% | +31.0% |
| Q2 2021 | $122,000 | +117.9% | 2,710 | +110.1% | 0.03% | +107.1% |
| Q1 2021 | $56,000 | -39.1% | 1,290 | -39.5% | 0.01% | -44.0% |
| Q4 2020 | $92,000 | +73.6% | 2,132 | +67.0% | 0.02% | +56.2% |
| Q3 2020 | $53,000 | -20.9% | 1,277 | -24.2% | 0.02% | -23.8% |
| Q2 2020 | $67,000 | +148.1% | 1,685 | +122.0% | 0.02% | +162.5% |
| Q1 2020 | $27,000 | -10.0% | 759 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $30,000 | 0.0% | 759 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $30,000 | 0.0% | 759 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $30,000 | – | 759 | – | 0.01% | – |
Download | ||||||
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% |