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 | $423,909 | -7.1% | 10,889 | -3.6% | 0.14% | +1.4% |
| Q2 2023 | $456,431 | +5.3% | 11,295 | +3.8% | 0.14% | +1.4% |
| Q1 2023 | $433,557 | +4.5% | 10,877 | -0.4% | 0.14% | -4.8% |
| Q4 2022 | $415,069 | +17.6% | 10,920 | +13.4% | 0.15% | +11.4% |
| Q3 2022 | $353,000 | +43.5% | 9,631 | +52.5% | 0.13% | +41.9% |
| Q2 2022 | $246,000 | +7.0% | 6,316 | +17.9% | 0.09% | +24.0% |
| Q1 2022 | $230,000 | -11.5% | 5,359 | -6.3% | 0.08% | -1.3% |
| Q4 2021 | $260,000 | -10.7% | 5,721 | -12.1% | 0.08% | -30.9% |
| Q3 2021 | $291,000 | -1.0% | 6,506 | -0.3% | 0.11% | -12.0% |
| Q2 2021 | $294,000 | +11.4% | 6,523 | +7.7% | 0.12% | +2.5% |
| Q1 2021 | $264,000 | -0.8% | 6,057 | -1.6% | 0.12% | -26.9% |
| Q4 2020 | $266,000 | -16.4% | 6,158 | -20.5% | 0.17% | -32.7% |
| Q3 2020 | $318,000 | – | 7,745 | – | 0.25% | – |
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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% |