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 | $18,492 | -8.5% | 475 | -5.0% | 0.00% | 0.0% |
| Q2 2023 | $20,205 | +1.4% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $19,930 | -2.0% | 500 | -6.5% | 0.00% | 0.0% |
| Q4 2022 | $20,335 | -21.8% | 535 | -7.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | 0.0% | 575 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $26,000 | -3.7% | 575 | -4.2% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +3.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | -7.1% | 600 | -7.7% | 0.00% | 0.0% |
| Q4 2020 | $28,000 | 0.0% | 650 | -3.7% | 0.00% | 0.0% |
| Q3 2020 | $28,000 | -17.6% | 675 | -20.6% | 0.00% | -25.0% |
| Q2 2020 | $34,000 | +3.0% | 850 | -6.0% | 0.00% | -20.0% |
| Q1 2020 | $33,000 | -8.3% | 904 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $36,000 | – | 904 | – | 0.00% | – |
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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% |