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 | $8,734,547 | +0.1% | 228,439 | +5.7% | 5.10% | +2.9% |
| Q2 2023 | $8,729,449 | +7.7% | 216,022 | +6.7% | 4.96% | +1.7% |
| Q1 2023 | $8,106,840 | +15.0% | 202,418 | +9.1% | 4.87% | +8.2% |
| Q4 2022 | $7,052,337 | -99.9% | 185,539 | +21.5% | 4.50% | +14.7% |
| Q3 2022 | $5,591,042,000 | +25.8% | 152,719 | +33.8% | 3.93% | +30.9% |
| Q2 2022 | $4,445,920,000 | +25.5% | 114,115 | +38.5% | 3.00% | +32.6% |
| Q1 2022 | $3,541,587,000 | +18.2% | 82,420 | +25.1% | 2.26% | +25.1% |
| Q4 2021 | $2,995,381,000 | +22.4% | 65,876 | +20.7% | 1.81% | +13.9% |
| Q3 2021 | $2,447,322,000 | +5452.9% | 54,579 | -97.3% | 1.59% | +2.4% |
| Q2 2021 | $44,073,000 | +2343.1% | 1,997,829 | +4757.6% | 1.55% | +23.0% |
| Q1 2021 | $1,804,000 | +12.9% | 41,128 | +13.4% | 1.26% | +5.7% |
| Q4 2020 | $1,598,000 | – | 36,267 | – | 1.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |