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 2021 | $822,000 | -7.8% | 18,371 | -7.2% | 0.06% | -8.3% |
| Q2 2021 | $892,000 | +2.2% | 19,806 | -1.2% | 0.06% | -6.2% |
| Q1 2021 | $873,000 | +4.3% | 20,055 | +3.6% | 0.06% | 0.0% |
| Q4 2020 | $837,000 | +26.6% | 19,366 | +23.0% | 0.06% | +10.3% |
| Q3 2020 | $661,000 | +25.4% | 15,744 | +19.0% | 0.06% | +13.7% |
| Q2 2020 | $527,000 | +0.8% | 13,230 | -7.0% | 0.05% | -15.0% |
| Q1 2020 | $523,000 | +47.3% | 14,230 | +60.9% | 0.06% | +81.8% |
| Q4 2019 | $355,000 | – | 8,846 | – | 0.03% | – |
Download | ||||||
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% |