ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,930 | -2.3% | 1,822 | +1.4% | 0.01% | -10.0% |
| Q2 2023 | $72,617 | +3.2% | 1,797 | +1.8% | 0.01% | -9.1% |
| Q1 2023 | $70,393 | +7.2% | 1,766 | +2.3% | 0.01% | +10.0% |
| Q4 2022 | $65,643 | +9.4% | 1,727 | +5.6% | 0.01% | 0.0% |
| Q3 2022 | $60,000 | -4.8% | 1,635 | +1.7% | 0.01% | 0.0% |
| Q2 2022 | $63,000 | -8.7% | 1,608 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $69,000 | -4.2% | 1,608 | +1.6% | 0.01% | 0.0% |
| Q4 2021 | $72,000 | +2.9% | 1,583 | +1.7% | 0.01% | 0.0% |
| Q3 2021 | $70,000 | +1.4% | 1,557 | +1.8% | 0.01% | 0.0% |
| Q2 2021 | $69,000 | +4.5% | 1,529 | +0.9% | 0.01% | -10.0% |
| Q1 2021 | $66,000 | +144.4% | 1,515 | +145.5% | 0.01% | +150.0% |
| Q4 2020 | $27,000 | +12.5% | 617 | +4.0% | 0.00% | -20.0% |
| Q3 2020 | $24,000 | +4.3% | 593 | +4.8% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | +27.8% | 566 | +16.0% | 0.01% | 0.0% |
| Q1 2020 | $18,000 | -5.3% | 488 | +1.5% | 0.01% | +25.0% |
| Q4 2019 | $19,000 | – | 481 | – | 0.00% | – |
Download | ||||||
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% |