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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $458,492 | +16.4% | 11,503 | +11.0% | 0.02% | -3.8% |
| Q4 2022 | $393,803 | +1.8% | 10,361 | -1.9% | 0.03% | -7.1% |
| Q3 2022 | $387,000 | +3.2% | 10,561 | +9.8% | 0.03% | +3.7% |
| Q2 2022 | $375,000 | -10.3% | 9,616 | -1.3% | 0.03% | +3.8% |
| Q1 2022 | $418,000 | +14.2% | 9,739 | +21.1% | 0.03% | +13.0% |
| Q4 2021 | $366,000 | +5.5% | 8,039 | +3.6% | 0.02% | -11.5% |
| Q3 2021 | $347,000 | +63.7% | 7,761 | +65.2% | 0.03% | +62.5% |
| Q2 2021 | $212,000 | – | 4,698 | – | 0.02% | – |
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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% |