ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 227 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $23,000 | +4.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | -4.3% | 500 | 0.0% | 0.01% | +28.6% |
| Q2 2021 | $23,000 | -68.9% | 500 | -70.9% | 0.01% | -68.2% |
| Q4 2020 | $74,000 | -50.3% | 1,716 | -52.7% | 0.02% | -56.0% |
| Q3 2020 | $149,000 | +50.5% | 3,625 | +46.0% | 0.05% | +47.1% |
| Q2 2020 | $99,000 | +39.4% | 2,483 | +27.7% | 0.03% | +17.2% |
| Q1 2020 | $71,000 | -9.0% | 1,944 | 0.0% | 0.03% | +26.1% |
| Q4 2019 | $78,000 | +2.6% | 1,944 | +1.1% | 0.02% | -4.2% |
| Q3 2019 | $76,000 | +2.7% | 1,923 | +0.7% | 0.02% | 0.0% |
| Q2 2019 | $74,000 | +2.8% | 1,909 | +0.5% | 0.02% | 0.0% |
| Q1 2019 | $72,000 | +5.9% | 1,900 | 0.0% | 0.02% | +4.3% |
| Q4 2018 | $68,000 | -5.6% | 1,900 | 0.0% | 0.02% | +15.0% |
| Q3 2018 | $72,000 | +554.5% | 1,900 | +533.3% | 0.02% | +566.7% |
| Q2 2018 | $11,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | -47.6% | 300 | -50.0% | 0.00% | -57.1% |
| Q1 2015 | $21,000 | – | 600 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 162,262 | $6,972,000 | 4.21% |
| Weaver Consulting Group | 178,010 | $7,649,000 | 3.71% |
| TIEDEMANN ADVISORS, LLC | 1,530,555 | $65,766,000 | 3.34% |
| Investment Advisory Group, LLC | 108,788 | $4,677,000 | 2.84% |
| Weitzel Financial Services, Inc. | 82,420 | $3,541,587,000 | 2.26% |
| Beacon Financial Advisory LLC | 83,204 | $3,575,000 | 1.71% |
| Sweet Financial Partners, LLC | 131,235 | $5,639,000 | 1.51% |
| RESTON WEALTH MANAGEMENT LLC | 52,372 | $2,250,000 | 1.15% |
| Fort Henry Capital, LLC | 26,960 | $1,158,000 | 1.00% |
| WIN ADVISORS, INC | 68,996 | $2,965,000 | 0.78% |