ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 217 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $247,000 | -19.3% | 5,750 | -14.8% | 0.02% | -19.2% |
| Q4 2021 | $306,000 | +1.3% | 6,750 | 0.0% | 0.03% | -23.5% |
| Q3 2021 | $302,000 | -0.7% | 6,750 | 0.0% | 0.03% | -8.1% |
| Q2 2021 | $304,000 | +3.8% | 6,750 | 0.0% | 0.04% | -21.3% |
| Q1 2021 | $293,000 | -72.8% | 6,750 | -73.0% | 0.05% | -79.1% |
| Q4 2020 | $1,078,000 | – | 24,967 | – | 0.22% | – |
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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% |