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 | $86,545 | -5.0% | 2,277 | +1.0% | 0.02% | +22.2% |
| Q2 2023 | $91,128 | -12.1% | 2,255 | -13.3% | 0.02% | -18.2% |
| Q1 2023 | $103,635 | +8.1% | 2,600 | +3.1% | 0.02% | 0.0% |
| Q4 2022 | $95,861 | -33.9% | 2,522 | -36.4% | 0.02% | -40.5% |
| Q3 2022 | $145,000 | -50.3% | 3,968 | -47.1% | 0.04% | -49.3% |
| Q2 2022 | $292,000 | -9.0% | 7,498 | +0.4% | 0.07% | +2.8% |
| Q1 2022 | $321,000 | -4.7% | 7,466 | +0.6% | 0.07% | -2.7% |
| Q4 2021 | $337,000 | +7.0% | 7,420 | +5.3% | 0.07% | 0.0% |
| Q3 2021 | $315,000 | -0.3% | 7,047 | +0.6% | 0.07% | +5.8% |
| Q2 2021 | $316,000 | +3.9% | 7,008 | +0.4% | 0.07% | -6.8% |
| Q1 2021 | $304,000 | -1.6% | 6,979 | -2.3% | 0.07% | -10.8% |
| Q4 2020 | $309,000 | -21.0% | 7,145 | -24.9% | 0.08% | -37.1% |
| Q3 2020 | $391,000 | +3.4% | 9,520 | +0.3% | 0.13% | -11.4% |
| Q2 2020 | $378,000 | +20.8% | 9,493 | +11.2% | 0.15% | -11.8% |
| Q1 2020 | $313,000 | – | 8,539 | – | 0.17% | – |
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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% |