ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $242,460 | +1.4% | 6,000 | 0.0% | 0.04% | -4.7% |
Q1 2023 | $239,160 | +4.9% | 6,000 | 0.0% | 0.04% | +2.4% |
Q4 2022 | $228,060 | +3.7% | 6,000 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $220,000 | -6.0% | 6,000 | 0.0% | 0.04% | -6.7% |
Q2 2022 | $234,000 | -9.3% | 6,000 | 0.0% | 0.04% | +7.1% |
Q1 2022 | $258,000 | -5.5% | 6,000 | 0.0% | 0.04% | -8.7% |
Q4 2021 | $273,000 | +1.9% | 6,000 | 0.0% | 0.05% | -8.0% |
Q3 2021 | $268,000 | -0.7% | 6,000 | 0.0% | 0.05% | +2.0% |
Q2 2021 | $270,000 | +3.4% | 6,000 | 0.0% | 0.05% | -3.9% |
Q1 2021 | $261,000 | +0.8% | 6,000 | 0.0% | 0.05% | -8.9% |
Q4 2020 | $259,000 | +5.3% | 6,000 | 0.0% | 0.06% | -9.7% |
Q3 2020 | $246,000 | +2.9% | 6,000 | 0.0% | 0.06% | -1.6% |
Q2 2020 | $239,000 | +8.6% | 6,000 | 0.0% | 0.06% | -11.3% |
Q1 2020 | $220,000 | -8.7% | 6,000 | 0.0% | 0.07% | +18.3% |
Q4 2019 | $241,000 | – | 6,000 | – | 0.06% | – |
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% |