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 2021 | $822,000 | -7.8% | 18,371 | -7.2% | 0.06% | -8.3% |
| Q2 2021 | $892,000 | +2.2% | 19,806 | -1.2% | 0.06% | -6.2% |
| Q1 2021 | $873,000 | +4.3% | 20,055 | +3.6% | 0.06% | 0.0% |
| Q4 2020 | $837,000 | +26.6% | 19,366 | +23.0% | 0.06% | +10.3% |
| Q3 2020 | $661,000 | +25.4% | 15,744 | +19.0% | 0.06% | +13.7% |
| Q2 2020 | $527,000 | +0.8% | 13,230 | -7.0% | 0.05% | -15.0% |
| Q1 2020 | $523,000 | +47.3% | 14,230 | +60.9% | 0.06% | +81.8% |
| Q4 2019 | $355,000 | – | 8,846 | – | 0.03% | – |
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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% |