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 | $476,721 | -8.9% | 12,246 | -5.5% | 0.00% | 0.0% |
| Q2 2023 | $523,413 | -2.5% | 12,953 | -3.9% | 0.00% | 0.0% |
| Q1 2023 | $537,036 | -66.6% | 13,474 | -68.1% | 0.00% | -50.0% |
| Q4 2022 | $1,607,331 | +193.3% | 42,288 | +182.7% | 0.00% | +100.0% |
| Q3 2022 | $548,000 | -39.2% | 14,958 | -35.4% | 0.00% | 0.0% |
| Q2 2022 | $902,000 | +63.4% | 23,147 | +80.2% | 0.00% | 0.0% |
| Q1 2022 | $552,000 | -77.7% | 12,843 | -76.4% | 0.00% | -66.7% |
| Q4 2021 | $2,474,000 | +506.4% | 54,402 | +496.2% | 0.00% | +200.0% |
| Q3 2021 | $408,000 | -30.3% | 9,125 | -29.7% | 0.00% | 0.0% |
| Q2 2021 | $585,000 | +17.9% | 12,975 | +13.8% | 0.00% | 0.0% |
| Q1 2021 | $496,000 | +1.4% | 11,397 | +0.8% | 0.00% | 0.0% |
| Q4 2020 | $489,000 | +6.3% | 11,309 | +0.9% | 0.00% | 0.0% |
| Q3 2020 | $460,000 | +2.7% | 11,203 | -0.2% | 0.00% | 0.0% |
| Q2 2020 | $448,000 | +15.2% | 11,225 | +6.7% | 0.00% | 0.0% |
| Q1 2020 | $389,000 | -54.6% | 10,519 | -50.7% | 0.00% | -50.0% |
| Q4 2019 | $856,000 | -38.8% | 21,338 | -45.6% | 0.00% | -60.0% |
| Q4 2018 | $1,399,000 | +524.6% | 39,222 | +565.9% | 0.01% | +400.0% |
| Q4 2017 | $224,000 | -19.7% | 5,890 | -25.9% | 0.00% | 0.0% |
| Q4 2016 | $279,000 | – | 7,950 | – | 0.00% | – |
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% |