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 | $514,365 | -4.3% | 13,213 | -0.7% | 0.00% | -20.0% |
| Q2 2023 | $537,735 | +5.5% | 13,307 | +4.0% | 0.01% | +25.0% |
| Q1 2023 | $509,824 | +2.7% | 12,790 | -2.0% | 0.00% | -20.0% |
| Q4 2022 | $496,303 | +129.8% | 13,057 | +121.1% | 0.01% | +25.0% |
| Q3 2022 | $216,000 | -63.3% | 5,906 | -61.0% | 0.00% | -55.6% |
| Q2 2022 | $589,000 | -0.7% | 15,130 | +9.7% | 0.01% | 0.0% |
| Q1 2022 | $593,000 | -4.2% | 13,790 | +1.3% | 0.01% | 0.0% |
| Q4 2021 | $619,000 | +2.1% | 13,610 | +0.5% | 0.01% | -10.0% |
| Q3 2021 | $606,000 | -3.3% | 13,546 | -2.7% | 0.01% | 0.0% |
| Q2 2021 | $627,000 | +5.0% | 13,920 | +1.5% | 0.01% | -16.7% |
| Q1 2021 | $597,000 | +18.5% | 13,713 | +17.6% | 0.01% | +20.0% |
| Q4 2020 | $504,000 | – | 11,660 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |