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 | $227,289 | -3.7% | 5,838 | 0.0% | 0.10% | +6.5% |
| Q2 2023 | $235,930 | +1.4% | 5,838 | 0.0% | 0.09% | -19.8% |
| Q1 2023 | $232,717 | +4.9% | 5,838 | 0.0% | 0.12% | +13.7% |
| Q4 2022 | $221,916 | -11.2% | 5,838 | -14.6% | 0.10% | -19.7% |
| Q3 2022 | $250,000 | -6.0% | 6,838 | 0.0% | 0.13% | -5.9% |
| Q2 2022 | $266,000 | -9.5% | 6,838 | 0.0% | 0.14% | +3.1% |
| Q1 2022 | $294,000 | -5.5% | 6,838 | 0.0% | 0.13% | +4.8% |
| Q4 2021 | $311,000 | -3.4% | 6,838 | -4.9% | 0.12% | -17.2% |
| Q3 2021 | $322,000 | -0.9% | 7,188 | 0.0% | 0.15% | +2.0% |
| Q2 2021 | $325,000 | +7.6% | 7,188 | +5.1% | 0.15% | -0.7% |
| Q1 2021 | $302,000 | +3.4% | 6,838 | +1.0% | 0.15% | -9.7% |
| Q4 2020 | $292,000 | +5.0% | 6,773 | 0.0% | 0.16% | -0.6% |
| Q3 2020 | $278,000 | – | 6,773 | – | 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% |