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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $18,387 | +1.4% | 455 | 0.0% | 0.02% | +5.6% |
| Q1 2023 | $18,136 | +4.9% | 455 | 0.0% | 0.02% | +38.5% |
| Q4 2022 | $17,295 | -40.4% | 455 | -43.1% | 0.01% | -43.5% |
| Q3 2022 | $29,000 | -17.1% | 800 | -11.1% | 0.02% | -11.5% |
| Q2 2022 | $35,000 | -76.5% | 900 | -74.1% | 0.03% | -73.5% |
| Q1 2022 | $149,000 | -29.7% | 3,470 | -25.4% | 0.10% | -24.0% |
| Q4 2021 | $212,000 | -1.4% | 4,652 | -3.1% | 0.13% | -5.1% |
| Q3 2021 | $215,000 | -1.8% | 4,802 | -1.1% | 0.14% | +0.7% |
| Q2 2021 | $219,000 | +44.1% | 4,857 | +39.4% | 0.14% | +36.4% |
| Q1 2021 | $152,000 | +46.2% | 3,485 | +45.2% | 0.10% | +41.4% |
| Q4 2020 | $104,000 | – | 2,400 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 162,262 | $6,972,000 | 4.21% |
| Weaver Consulting Group | 178,010 | $7,649,000 | 3.71% |
| TIEDEMANN ADVISORS, LLC | 1,530,555 | $65,766,000 | 3.34% |
| Investment Advisory Group, LLC | 108,788 | $4,677,000 | 2.84% |
| Weitzel Financial Services, Inc. | 82,420 | $3,541,587,000 | 2.26% |
| Beacon Financial Advisory LLC | 83,204 | $3,575,000 | 1.71% |
| Sweet Financial Partners, LLC | 131,235 | $5,639,000 | 1.51% |
| RESTON WEALTH MANAGEMENT LLC | 52,372 | $2,250,000 | 1.15% |
| Fort Henry Capital, LLC | 26,960 | $1,158,000 | 1.00% |
| WIN ADVISORS, INC | 68,996 | $2,965,000 | 0.78% |