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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $127,000 | -2.3% | 3,463 | +4.0% | 0.08% | +6.8% |
| Q2 2022 | $130,000 | -9.1% | 3,330 | -0.1% | 0.07% | +17.7% |
| Q1 2022 | $143,000 | -5.9% | 3,332 | -0.5% | 0.06% | -6.1% |
| Q4 2021 | $152,000 | +2.0% | 3,350 | +0.8% | 0.07% | -22.4% |
| Q3 2021 | $149,000 | -3.2% | 3,324 | -2.6% | 0.08% | 0.0% |
| Q2 2021 | $154,000 | +4.1% | 3,411 | +0.2% | 0.08% | -7.6% |
| Q1 2021 | $148,000 | +22.3% | 3,403 | +21.4% | 0.09% | -3.2% |
| Q4 2020 | $121,000 | +55.1% | 2,802 | +46.1% | 0.10% | +30.1% |
| Q3 2020 | $78,000 | – | 1,918 | – | 0.07% | – |
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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% |