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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,346,000 | +1.7% | 54,308 | -3.4% | 0.74% | -17.9% |
| Q3 2020 | $2,307,000 | +2.5% | 56,203 | -0.4% | 0.90% | -5.4% |
| Q2 2020 | $2,251,000 | +10.8% | 56,449 | +2.1% | 0.96% | -7.5% |
| Q1 2020 | $2,031,000 | -4.9% | 55,289 | +3.9% | 1.03% | +40.9% |
| Q4 2019 | $2,136,000 | +21.9% | 53,232 | +19.4% | 0.73% | +22.1% |
| Q3 2019 | $1,752,000 | +1.7% | 44,588 | +1.0% | 0.60% | +0.8% |
| Q2 2019 | $1,723,000 | +50.0% | 44,152 | +46.2% | 0.60% | +41.2% |
| Q1 2019 | $1,149,000 | +1284.3% | 30,198 | +1205.6% | 0.42% | +1040.5% |
| Q4 2018 | $83,000 | -5.7% | 2,313 | 0.0% | 0.04% | +8.8% |
| Q3 2018 | $88,000 | +1.1% | 2,313 | 0.0% | 0.03% | -8.1% |
| Q2 2018 | $87,000 | 0.0% | 2,313 | 0.0% | 0.04% | -22.9% |
| Q1 2018 | $87,000 | -45.6% | 2,313 | -45.1% | 0.05% | -41.5% |
| Q4 2017 | $160,000 | +4.6% | 4,213 | +4.5% | 0.08% | -3.5% |
| Q3 2017 | $153,000 | +7.7% | 4,033 | +5.9% | 0.08% | +3.7% |
| Q2 2017 | $142,000 | +18.3% | 3,808 | +15.1% | 0.08% | +12.3% |
| Q1 2017 | $120,000 | +66.7% | 3,308 | +61.1% | 0.07% | +73.8% |
| Q4 2016 | $72,000 | -13.3% | 2,053 | -10.7% | 0.04% | -20.8% |
| Q3 2016 | $83,000 | -2.4% | 2,298 | -4.4% | 0.05% | -1.9% |
| Q2 2016 | $85,000 | +165.6% | 2,403 | +164.1% | 0.05% | +80.0% |
| Q1 2016 | $32,000 | – | 910 | – | 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% |