ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 188 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $217,460 | +4.5% | 5,456 | -0.3% | 0.04% | -9.5% |
| Q4 2022 | $208,004 | +4.0% | 5,472 | -0.0% | 0.04% | -2.3% |
| Q3 2022 | $200,000 | -3.8% | 5,473 | +2.4% | 0.04% | -2.3% |
| Q2 2022 | $208,000 | -9.6% | 5,343 | -0.1% | 0.04% | +4.8% |
| Q1 2022 | $230,000 | -34.1% | 5,350 | -30.3% | 0.04% | -32.3% |
| Q4 2021 | $349,000 | -14.0% | 7,671 | -15.5% | 0.06% | -22.5% |
| Q3 2021 | $406,000 | -6.5% | 9,082 | -5.7% | 0.08% | -8.0% |
| Q2 2021 | $434,000 | -17.3% | 9,632 | -20.1% | 0.09% | -26.9% |
| Q1 2021 | $525,000 | -1.7% | 12,061 | -0.6% | 0.12% | -2.5% |
| Q4 2020 | $534,000 | +5.7% | 12,128 | +0.3% | 0.12% | -12.2% |
| Q3 2020 | $505,000 | +18.5% | 12,097 | +16.7% | 0.14% | +4.5% |
| Q2 2020 | $426,000 | +30.7% | 10,365 | +19.8% | 0.13% | +5.6% |
| Q1 2020 | $326,000 | -28.2% | 8,649 | -22.5% | 0.13% | -17.1% |
| Q4 2019 | $454,000 | -3.8% | 11,167 | -6.1% | 0.15% | -14.6% |
| Q3 2019 | $472,000 | -0.4% | 11,889 | -2.7% | 0.18% | -8.2% |
| Q2 2019 | $474,000 | +3.5% | 12,221 | +1.5% | 0.19% | -3.5% |
| Q1 2019 | $458,000 | -6.3% | 12,036 | -12.2% | 0.20% | -25.8% |
| Q4 2018 | $489,000 | – | 13,706 | – | 0.27% | – |
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% |