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 | $352,527 | -23.8% | 9,055 | -20.9% | 0.01% | -25.0% |
| Q2 2023 | $462,796 | +98367.2% | 11,453 | -2.9% | 0.01% | -20.0% |
| Q1 2023 | $470 | +6.1% | 11,800 | +1.3% | 0.01% | -16.7% |
| Q4 2022 | $443 | -99.9% | 11,649 | -2.3% | 0.01% | -14.3% |
| Q3 2022 | $436,000 | -18.0% | 11,920 | -12.7% | 0.01% | -17.6% |
| Q2 2022 | $532,000 | -17.0% | 13,660 | -8.4% | 0.02% | -15.0% |
| Q1 2022 | $641,000 | -31.4% | 14,915 | -27.4% | 0.02% | -28.6% |
| Q4 2021 | $934,000 | +6.9% | 20,532 | +5.1% | 0.03% | 0.0% |
| Q3 2021 | $874,000 | +3.1% | 19,541 | +3.8% | 0.03% | -6.7% |
| Q2 2021 | $848,000 | +8.7% | 18,829 | +5.1% | 0.03% | -6.2% |
| Q1 2021 | $780,000 | +286.1% | 17,911 | +283.5% | 0.03% | +220.0% |
| Q4 2020 | $202,000 | – | 4,671 | – | 0.01% | – |
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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% |