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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $733,934 | -45.6% | 18,853 | -43.5% | 0.37% | -42.2% |
| Q2 2023 | $1,349,147 | -0.2% | 33,386 | -1.5% | 0.64% | -9.2% |
| Q1 2023 | $1,351,678 | +9.4% | 33,911 | +4.3% | 0.71% | +3.5% |
| Q4 2022 | $1,235,340 | +3.5% | 32,500 | -0.3% | 0.68% | -3.9% |
| Q3 2022 | $1,194,000 | -39.7% | 32,601 | -35.9% | 0.71% | -35.5% |
| Q2 2022 | $1,981,000 | -12.0% | 50,844 | -2.9% | 1.10% | -4.4% |
| Q1 2022 | $2,250,000 | -5.1% | 52,372 | +0.4% | 1.15% | +0.3% |
| Q4 2021 | $2,371,000 | +8.2% | 52,151 | +6.4% | 1.15% | +0.8% |
| Q3 2021 | $2,192,000 | -66.2% | 49,001 | -66.0% | 1.14% | -64.8% |
| Q2 2021 | $6,488,000 | +23.8% | 144,008 | +19.7% | 3.25% | +18.3% |
| Q1 2021 | $5,240,000 | -7.0% | 120,311 | -7.8% | 2.74% | -14.2% |
| Q4 2020 | $5,635,000 | +1.7% | 130,445 | -3.4% | 3.20% | -10.2% |
| Q3 2020 | $5,542,000 | +2.4% | 134,997 | -0.5% | 3.56% | -4.2% |
| Q2 2020 | $5,411,000 | -0.5% | 135,713 | -8.3% | 3.72% | -14.8% |
| Q1 2020 | $5,439,000 | -25.6% | 148,039 | -18.7% | 4.37% | -25.3% |
| Q4 2019 | $7,309,000 | +14.4% | 182,133 | +12.0% | 5.84% | +2.3% |
| Q3 2019 | $6,388,000 | +16.1% | 162,585 | +15.3% | 5.71% | +32.0% |
| Q2 2019 | $5,503,000 | +5.0% | 141,030 | +3.2% | 4.32% | +3.0% |
| Q1 2019 | $5,239,000 | +65.0% | 136,685 | +53.5% | 4.20% | +38.7% |
| Q4 2018 | $3,176,000 | – | 89,018 | – | 3.03% | – |
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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% |