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 2023 | $208,370 | 0.0% | 5,156 | 0.0% | 0.05% | +4.3% |
| Q2 2023 | $208,370 | -0.8% | 5,156 | -2.1% | 0.05% | -9.8% |
| Q1 2023 | $209,970 | +4.9% | 5,268 | 0.0% | 0.05% | +4.1% |
| Q4 2022 | $200,225 | +4.8% | 5,268 | +1.0% | 0.05% | -2.0% |
| Q3 2022 | $191,000 | -12.8% | 5,216 | -6.7% | 0.05% | -7.4% |
| Q2 2022 | $219,000 | -3.1% | 5,589 | +6.4% | 0.05% | +20.0% |
| Q1 2022 | $226,000 | -5.4% | 5,255 | 0.0% | 0.04% | -15.1% |
| Q4 2021 | $239,000 | +9.6% | 5,255 | +8.0% | 0.05% | +3.9% |
| Q3 2021 | $218,000 | +303.7% | 4,865 | +264.4% | 0.05% | +240.0% |
| Q4 2019 | $54,000 | +1.9% | 1,335 | +0.4% | 0.02% | +7.1% |
| Q3 2019 | $53,000 | +1.9% | 1,330 | +0.8% | 0.01% | 0.0% |
| Q2 2019 | $52,000 | +4.0% | 1,320 | +0.5% | 0.01% | -39.1% |
| Q1 2019 | $50,000 | – | 1,314 | – | 0.02% | – |
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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% |