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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,365 | -4.3% | 13,213 | -0.7% | 0.00% | -20.0% |
| Q2 2023 | $537,735 | +5.5% | 13,307 | +4.0% | 0.01% | +25.0% |
| Q1 2023 | $509,824 | +2.7% | 12,790 | -2.0% | 0.00% | -20.0% |
| Q4 2022 | $496,303 | +129.8% | 13,057 | +121.1% | 0.01% | +25.0% |
| Q3 2022 | $216,000 | -63.3% | 5,906 | -61.0% | 0.00% | -55.6% |
| Q2 2022 | $589,000 | -0.7% | 15,130 | +9.7% | 0.01% | 0.0% |
| Q1 2022 | $593,000 | -4.2% | 13,790 | +1.3% | 0.01% | 0.0% |
| Q4 2021 | $619,000 | +2.1% | 13,610 | +0.5% | 0.01% | -10.0% |
| Q3 2021 | $606,000 | -3.3% | 13,546 | -2.7% | 0.01% | 0.0% |
| Q2 2021 | $627,000 | +5.0% | 13,920 | +1.5% | 0.01% | -16.7% |
| Q1 2021 | $597,000 | +18.5% | 13,713 | +17.6% | 0.01% | +20.0% |
| Q4 2020 | $504,000 | – | 11,660 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 162,262 | $6,972,000 | 4.21% |
| Weaver Consulting Group | 178,010 | $7,649,000 | 3.71% |
| TIEDEMANN ADVISORS, LLC | 1,530,555 | $65,766,000 | 3.34% |
| Investment Advisory Group, LLC | 108,788 | $4,677,000 | 2.84% |
| Weitzel Financial Services, Inc. | 82,420 | $3,541,587,000 | 2.26% |
| Beacon Financial Advisory LLC | 83,204 | $3,575,000 | 1.71% |
| Sweet Financial Partners, LLC | 131,235 | $5,639,000 | 1.51% |
| RESTON WEALTH MANAGEMENT LLC | 52,372 | $2,250,000 | 1.15% |
| Fort Henry Capital, LLC | 26,960 | $1,158,000 | 1.00% |
| WIN ADVISORS, INC | 68,996 | $2,965,000 | 0.78% |