Foundations Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 158 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$684,973
+215.7%
17,595
+266.6%
0.02%
+110.0%
Q2 2021$217,000
+2.8%
4,7990.0%0.01%
-16.7%
Q1 2021$211,000
+2.9%
4,799
-6.6%
0.01%
-33.3%
Q2 2020$205,000
-87.4%
5,140
-87.7%
0.02%
-92.6%
Q2 2019$1,626,000
+2.4%
41,625
-0.2%
0.24%
-11.6%
Q1 2019$1,588,000
+33.4%
41,719
+30.3%
0.28%
+9.5%
Q4 2018$1,190,000
+215.6%
32,029
+221.5%
0.25%
+173.9%
Q3 2018$377,0009,9630.09%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 1,379,666$49,185,00010.23%
Well Done, LLC 59,746$9,358,0003.37%
Madrona Financial Services, LLC 61,467$2,218,0002.36%
Tiedemann Wealth Management Holdings, LLC 21,781$786,0001.95%
Madden Advisory Services, Inc. 73,718$2,660,0001.63%
PATTON ALBERTSON MILLER GROUP, LLC 39,976$1,443,0000.64%
Waverly Advisors, LLC 40,448$1,460,0000.61%
Darwin Wealth Management, LLC 20,473$739,0000.57%
Boston Standard Wealth Management, LLC 19,332$698,000,0000.56%
M Holdings Securities, Inc. 31,991$1,155,0000.53%
View complete list of ISHARES TR shareholders