ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 227 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $5,798,000 | +11.7% | 128,702 | +8.0% | 3.72% | +10.7% |
| Q1 2021 | $5,190,000 | +11.3% | 119,181 | +10.4% | 3.36% | +14.6% |
| Q4 2020 | $4,662,000 | +23.3% | 107,906 | +17.1% | 2.93% | -19.6% |
| Q3 2020 | $3,782,000 | +16.4% | 92,120 | +13.0% | 3.64% | +15.3% |
| Q2 2020 | $3,249,000 | +6.4% | 81,501 | -2.0% | 3.16% | -9.1% |
| Q1 2020 | $3,054,000 | – | 83,125 | – | 3.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |