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 | $4,517 | -0.4% | 116,036 | +3.4% | 0.01% | 0.0% |
| Q2 2023 | $4,533 | +2.8% | 112,184 | +1.4% | 0.01% | 0.0% |
| Q1 2023 | $4,410 | +0.2% | 110,638 | -4.5% | 0.01% | -18.2% |
| Q4 2022 | $4,402 | -99.9% | 115,824 | -6.8% | 0.01% | -8.3% |
| Q3 2022 | $4,548,000 | -6.1% | 124,248 | -0.1% | 0.01% | -7.7% |
| Q2 2022 | $4,844,000 | -15.3% | 124,352 | -6.6% | 0.01% | 0.0% |
| Q1 2022 | $5,718,000 | -24.8% | 133,072 | -20.4% | 0.01% | -23.5% |
| Q4 2021 | $7,602,000 | +15.5% | 167,204 | +13.7% | 0.02% | 0.0% |
| Q3 2021 | $6,582,000 | +34.2% | 147,121 | +35.1% | 0.02% | +41.7% |
| Q2 2021 | $4,904,000 | +3.9% | 108,872 | +0.5% | 0.01% | -7.7% |
| Q1 2021 | $4,720,000 | -20.8% | 108,384 | -21.4% | 0.01% | -27.8% |
| Q4 2020 | $5,959,000 | +0.4% | 137,952 | -4.6% | 0.02% | -10.0% |
| Q3 2020 | $5,938,000 | +2.4% | 144,674 | -0.5% | 0.02% | -9.1% |
| Q2 2020 | $5,798,000 | +9.3% | 145,431 | +0.7% | 0.02% | -12.0% |
| Q1 2020 | $5,306,000 | -28.2% | 144,427 | -21.6% | 0.02% | -10.7% |
| Q4 2019 | $7,391,000 | +6.3% | 184,192 | +4.0% | 0.03% | -6.7% |
| Q3 2019 | $6,956,000 | +9.4% | 177,052 | +8.6% | 0.03% | +7.1% |
| Q2 2019 | $6,359,000 | +4.7% | 162,989 | +2.1% | 0.03% | 0.0% |
| Q1 2019 | $6,074,000 | -32.3% | 159,614 | -36.6% | 0.03% | -41.7% |
| Q4 2018 | $8,976,000 | +84.2% | 251,588 | +95.7% | 0.05% | +108.7% |
| Q3 2018 | $4,872,000 | -2.4% | 128,583 | -3.3% | 0.02% | -11.5% |
| Q2 2018 | $4,991,000 | -6.3% | 132,987 | -5.7% | 0.03% | -10.3% |
| Q1 2018 | $5,327,000 | -0.4% | 141,054 | +0.4% | 0.03% | 0.0% |
| Q4 2017 | $5,347,000 | – | 140,562 | – | 0.03% | – |
Download | ||||||
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% |