ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 243 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $458,492 | +16.4% | 11,503 | +11.0% | 0.02% | -3.8% |
Q4 2022 | $393,803 | +1.8% | 10,361 | -1.9% | 0.03% | -7.1% |
Q3 2022 | $387,000 | +3.2% | 10,561 | +9.8% | 0.03% | +3.7% |
Q2 2022 | $375,000 | -10.3% | 9,616 | -1.3% | 0.03% | +3.8% |
Q1 2022 | $418,000 | +14.2% | 9,739 | +21.1% | 0.03% | +13.0% |
Q4 2021 | $366,000 | +5.5% | 8,039 | +3.6% | 0.02% | -11.5% |
Q3 2021 | $347,000 | +63.7% | 7,761 | +65.2% | 0.03% | +62.5% |
Q2 2021 | $212,000 | – | 4,698 | – | 0.02% | – |
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% |