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 | $209,610 | -26.3% | 5,239 | -25.3% | 0.00% | – |
| Q2 2023 | $284,481 | +7.2% | 7,009 | +3.1% | 0.00% | – |
| Q4 2022 | $265,279 | +1.3% | 6,799 | +1.5% | 0.00% | – |
| Q3 2022 | $262,000 | +6.1% | 6,699 | +6.2% | 0.00% | – |
| Q2 2022 | $247,000 | -12.1% | 6,310 | -2.9% | 0.00% | – |
| Q1 2022 | $281,000 | -16.6% | 6,500 | -12.0% | 0.00% | – |
| Q4 2021 | $337,000 | -8.9% | 7,384 | -9.7% | 0.00% | – |
| Q3 2021 | $370,000 | +1.1% | 8,177 | +0.7% | 0.00% | – |
| Q2 2021 | $366,000 | +531.0% | 8,122 | +512.5% | 0.00% | – |
| Q1 2021 | $58,000 | +65.7% | 1,326 | +62.9% | 0.00% | – |
| Q4 2020 | $35,000 | +2.9% | 814 | -2.4% | 0.00% | – |
| Q3 2020 | $34,000 | +3.0% | 834 | 0.0% | 0.00% | – |
| Q2 2020 | $33,000 | +560.0% | 834 | +456.0% | 0.00% | – |
| Q1 2017 | $5,000 | -73.7% | 150 | -71.2% | 0.00% | – |
| Q1 2015 | $19,000 | +5.6% | 520 | 0.0% | 0.00% | – |
| Q4 2014 | $18,000 | 0.0% | 520 | 0.0% | 0.00% | – |
| Q3 2014 | $18,000 | -55.0% | 520 | -53.6% | 0.00% | – |
| Q2 2014 | $40,000 | – | 1,120 | – | 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% |