ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 222 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $195,432 | -9.7% | 5,020 | -6.3% | 0.00% | 0.0% |
| Q2 2023 | $216,535 | +3.1% | 5,358 | +1.7% | 0.00% | 0.0% |
| Q1 2023 | $210,071 | +4.3% | 5,270 | -0.6% | 0.00% | 0.0% |
| Q4 2022 | $201,499 | +47.1% | 5,301 | +41.4% | 0.00% | 0.0% |
| Q3 2022 | $137,000 | +55.7% | 3,748 | +65.4% | 0.00% | +100.0% |
| Q2 2022 | $88,000 | +14.3% | 2,266 | +26.2% | 0.00% | 0.0% |
| Q1 2022 | $77,000 | 0.0% | 1,795 | +6.3% | 0.00% | 0.0% |
| Q4 2021 | $77,000 | 0.0% | 1,688 | -1.6% | 0.00% | 0.0% |
| Q3 2021 | $77,000 | +10.0% | 1,716 | +9.9% | 0.00% | 0.0% |
| Q2 2021 | $70,000 | -11.4% | 1,562 | -14.3% | 0.00% | -50.0% |
| Q1 2021 | $79,000 | -60.7% | 1,822 | -60.9% | 0.00% | -60.0% |
| Q4 2020 | $201,000 | – | 4,663 | – | 0.01% | – |
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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% |