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 2022 | $263,000 | -6.1% | 6,926 | -9.4% | 0.20% | -11.8% |
| Q3 2022 | $280,000 | -18.1% | 7,648 | -12.8% | 0.23% | -15.2% |
| Q2 2022 | $342,000 | -9.3% | 8,772 | +0.1% | 0.27% | +4.2% |
| Q1 2022 | $377,000 | -5.5% | 8,765 | -0.2% | 0.26% | +2.4% |
| Q4 2021 | $399,000 | -1.7% | 8,781 | -3.2% | 0.25% | -10.9% |
| Q3 2021 | $406,000 | +2.0% | 9,074 | +2.7% | 0.28% | +3.3% |
| Q2 2021 | $398,000 | +2.3% | 8,833 | -1.1% | 0.28% | -1.4% |
| Q1 2021 | $389,000 | +50.2% | 8,927 | +49.0% | 0.28% | +36.8% |
| Q4 2020 | $259,000 | +236.4% | 5,991 | +193.1% | 0.20% | +209.1% |
| Q2 2018 | $77,000 | 0.0% | 2,044 | 0.0% | 0.07% | -1.5% |
| Q1 2018 | $77,000 | -8.3% | 2,044 | -6.9% | 0.07% | -13.0% |
| Q4 2017 | $84,000 | – | 2,196 | – | 0.08% | – |
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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% |