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% | – |
Download | ||||||
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% |