ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 217 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $206,000 | -22.6% | 5,287 | -14.7% | 0.09% | -18.9% |
| Q1 2022 | $266,000 | -4.7% | 6,200 | +1.1% | 0.11% | -7.0% |
| Q4 2021 | $279,000 | -24.2% | 6,135 | -25.4% | 0.11% | -30.5% |
| Q3 2021 | $368,000 | +3.7% | 8,219 | +4.2% | 0.16% | 0.0% |
| Q2 2021 | $355,000 | -0.8% | 7,886 | -4.2% | 0.16% | -11.4% |
| Q1 2021 | $358,000 | +4.1% | 8,229 | +3.4% | 0.18% | -3.6% |
| Q4 2020 | $344,000 | +10.3% | 7,958 | +4.5% | 0.19% | -8.6% |
| Q3 2020 | $312,000 | +10.6% | 7,612 | +7.6% | 0.21% | 0.0% |
| Q2 2020 | $282,000 | -2.8% | 7,077 | -10.3% | 0.21% | -20.2% |
| Q1 2020 | $290,000 | -13.7% | 7,892 | -5.6% | 0.26% | -3.0% |
| Q4 2019 | $336,000 | – | 8,363 | – | 0.27% | – |
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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% |