ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,458,000 | +4.1% | 76,058 | +2.5% | 2.40% | +3.5% |
| Q3 2021 | $3,321,000 | +3.6% | 74,239 | +4.3% | 2.32% | -0.4% |
| Q2 2021 | $3,205,000 | +0.0% | 71,147 | -3.3% | 2.33% | -7.4% |
| Q1 2021 | $3,204,000 | +4.3% | 73,592 | +3.5% | 2.51% | +15.2% |
| Q4 2020 | $3,071,000 | +3.9% | 71,088 | -1.3% | 2.18% | -0.1% |
| Q3 2020 | $2,957,000 | +1.9% | 72,054 | -1.0% | 2.18% | -5.8% |
| Q2 2020 | $2,903,000 | +3.8% | 72,817 | -4.3% | 2.32% | -23.1% |
| Q1 2020 | $2,796,000 | -8.5% | 76,109 | -0.1% | 3.02% | +39.4% |
| Q4 2019 | $3,056,000 | – | 76,163 | – | 2.16% | – |
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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% |