Foundations Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 177 filers reported holding ISHARES TR in Q2 2020. 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
Q2 2024$11,748,311
+1333.4%
273,153
+1292.8%
0.28%
+1195.5%
Q4 2023$819,585
+19.7%
19,612
+11.5%
0.02%
+4.8%
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 2020
NameSharesValueWeighting ↓
Weaver Consulting Group 183,632$8,216,0004.46%
Thrive Capital Management, LLC 125,395$5,610,0004.14%
TIEDEMANN ADVISORS, LLC 1,540,276$68,912,0003.67%
RiverTree Advisors, LLC 86,580$3,874,0002.64%
Beacon Financial Advisory LLC 107,340$4,802,0002.50%
FURE FINANCIAL CORP 74,239$3,321,0002.32%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 100,864$4,513,0001.65%
Weitzel Financial Services, Inc. 54,579$2,447,322,0001.59%
Fort Henry Capital, LLC 29,160$1,305,0001.15%
Madrona Financial Services, LLC 53,889$2,411,0001.14%
View complete list of ISHARES TR shareholders