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 | $684,973 | +215.7% | 17,595 | +266.6% | 0.02% | +110.0% |
| Q2 2021 | $217,000 | +2.8% | 4,799 | 0.0% | 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 | $377,000 | – | 9,963 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 190,477 | $8,661,000 | 5.64% |
| Compass Ion Advisors, LLC | 323,609 | $14,715,000 | 4.73% |
| Weaver Consulting Group | 181,467 | $8,251,000 | 3.97% |
| TIEDEMANN ADVISORS, LLC | 1,517,044 | $68,990,000 | 3.36% |
| Investment Advisory Group, LLC | 107,389 | $4,702,000 | 3.01% |
| FURE FINANCIAL CORP | 76,058 | $3,458,000 | 2.40% |
| Beacon Financial Advisory LLC | 104,542 | $4,754,000 | 2.20% |
| Weitzel Financial Services, Inc. | 65,876 | $2,995,381,000 | 1.81% |
| RESTON WEALTH MANAGEMENT LLC | 52,151 | $2,371,000 | 1.15% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 71,417 | $3,247,000 | 1.11% |