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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $486,870 | +4.5% | 12,215 | -0.4% | 0.00% | 0.0% |
| Q4 2022 | $466,000 | -1.7% | 12,258 | -5.4% | 0.00% | 0.0% |
| Q3 2022 | $474,000 | -11.2% | 12,952 | -5.5% | 0.00% | 0.0% |
| Q2 2022 | $534,000 | -15.6% | 13,712 | -7.0% | 0.00% | 0.0% |
| Q1 2022 | $633,000 | -0.8% | 14,741 | +5.0% | 0.00% | 0.0% |
| Q4 2021 | $638,000 | +0.5% | 14,040 | -1.0% | 0.00% | 0.0% |
| Q3 2021 | $635,000 | -0.2% | 14,188 | +0.4% | 0.00% | -20.0% |
| Q2 2021 | $636,000 | +3.6% | 14,127 | +0.2% | 0.01% | -16.7% |
| Q1 2021 | $614,000 | +2.8% | 14,102 | +2.1% | 0.01% | 0.0% |
| Q4 2020 | $597,000 | +4.4% | 13,816 | -0.9% | 0.01% | 0.0% |
| Q3 2020 | $572,000 | +2.9% | 13,940 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $556,000 | -7.8% | 13,940 | -15.1% | 0.01% | -22.2% |
| Q1 2020 | $603,000 | -11.1% | 16,420 | -2.8% | 0.01% | +28.6% |
| Q4 2019 | $678,000 | +25.3% | 16,893 | +21.9% | 0.01% | +16.7% |
| Q3 2019 | $541,000 | 0.0% | 13,862 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $541,000 | – | 13,862 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 184,080 | $7,952,000 | 4.96% |
| IronBridge Private Wealth, LLC | 115,465 | $4,988,000 | 3.69% |
| RESTON WEALTH MANAGEMENT LLC | 130,445 | $5,635,000 | 3.20% |
| Beacon Financial Advisory LLC | 107,915 | $4,661,000 | 3.03% |
| TIEDEMANN ADVISORS, LLC | 1,408,391 | $60,839,000 | 2.94% |
| ARQ WEALTH ADVISORS, LLC | 107,906 | $4,662,000 | 2.93% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 173,998 | $7,517,000 | 2.85% |
| Thrive Capital Management, LLC | 57,340 | $2,477,000 | 2.64% |
| FURE FINANCIAL CORP | 71,088 | $3,071,000 | 2.18% |
| Trilogy Capital Inc. | 532,533 | $23,005,000 | 1.88% |