ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 215 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $276,469 | +4.9% | 6,936 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $263,637 | +0.2% | 6,936 | -3.6% | 0.03% | -3.2% |
| Q3 2022 | $263,000 | -6.1% | 7,196 | 0.0% | 0.03% | +6.9% |
| Q2 2022 | $280,000 | -9.4% | 7,196 | 0.0% | 0.03% | +3.6% |
| Q1 2022 | $309,000 | -12.5% | 7,196 | -7.4% | 0.03% | +7.7% |
| Q4 2021 | $353,000 | +4.4% | 7,770 | +2.9% | 0.03% | -7.1% |
| Q3 2021 | $338,000 | -3.4% | 7,548 | -2.8% | 0.03% | -3.4% |
| Q2 2021 | $350,000 | +3.6% | 7,767 | +0.0% | 0.03% | -6.5% |
| Q1 2021 | $338,000 | -28.2% | 7,766 | -28.8% | 0.03% | -32.6% |
| Q4 2020 | $471,000 | +5.1% | 10,906 | 0.0% | 0.05% | -8.0% |
| Q3 2020 | $448,000 | +3.0% | 10,906 | -0.0% | 0.05% | -3.8% |
| Q2 2020 | $435,000 | +8.5% | 10,910 | +0.0% | 0.05% | -7.1% |
| Q1 2020 | $401,000 | -54.2% | 10,906 | -50.0% | 0.06% | +21.7% |
| Q4 2019 | $876,000 | – | 21,821 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |