ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 235 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $242,460 | +1.4% | 6,000 | 0.0% | 0.04% | -4.7% |
| Q1 2023 | $239,160 | +4.9% | 6,000 | 0.0% | 0.04% | +2.4% |
| Q4 2022 | $228,060 | +3.7% | 6,000 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $220,000 | -6.0% | 6,000 | 0.0% | 0.04% | -6.7% |
| Q2 2022 | $234,000 | -9.3% | 6,000 | 0.0% | 0.04% | +7.1% |
| Q1 2022 | $258,000 | -5.5% | 6,000 | 0.0% | 0.04% | -8.7% |
| Q4 2021 | $273,000 | +1.9% | 6,000 | 0.0% | 0.05% | -8.0% |
| Q3 2021 | $268,000 | -0.7% | 6,000 | 0.0% | 0.05% | +2.0% |
| Q2 2021 | $270,000 | +3.4% | 6,000 | 0.0% | 0.05% | -3.9% |
| Q1 2021 | $261,000 | +0.8% | 6,000 | 0.0% | 0.05% | -8.9% |
| Q4 2020 | $259,000 | +5.3% | 6,000 | 0.0% | 0.06% | -9.7% |
| Q3 2020 | $246,000 | +2.9% | 6,000 | 0.0% | 0.06% | -1.6% |
| Q2 2020 | $239,000 | +8.6% | 6,000 | 0.0% | 0.06% | -11.3% |
| Q1 2020 | $220,000 | -8.7% | 6,000 | 0.0% | 0.07% | +18.3% |
| Q4 2019 | $241,000 | – | 6,000 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESTON WEALTH MANAGEMENT LLC | 136,685 | $5,239,000 | 4.20% |
| Planning Solutions Group LLC | 176,245 | $6,708,000 | 3.59% |
| SlateStone Wealth, LLC | 278,545 | $10,601,000 | 3.26% |
| PATTON ALBERTSON MILLER GROUP, LLC | 156,228 | $5,946,000 | 3.01% |
| TIEDEMANN ADVISORS, LLC | 1,618,523 | $61,589,000 | 2.90% |
| Madrona Financial Services, LLC | 67,217 | $2,558,000 | 2.80% |
| Weaver Consulting Group | 176,293 | $6,786,000 | 1.91% |
| Darwin Wealth Management, LLC | 147,889 | $5,629,000 | 1.85% |
| Madden Advisory Services, Inc. | 73,676 | $2,804,000 | 1.50% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 91,270 | $3,474,000 | 1.08% |