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 | $713,595 | -6.1% | 18,330 | -2.5% | 0.06% | -6.3% |
| Q2 2023 | $759,764 | -3.4% | 18,801 | -4.7% | 0.06% | -14.9% |
| Q1 2023 | $786,466 | +13.4% | 19,731 | +8.2% | 0.07% | +4.2% |
| Q4 2022 | $693,252 | +146.7% | 18,239 | +137.8% | 0.07% | +115.2% |
| Q3 2022 | $281,000 | +10.2% | 7,670 | +17.1% | 0.03% | +13.8% |
| Q2 2022 | $255,000 | 0.0% | 6,551 | +10.4% | 0.03% | +16.0% |
| Q1 2022 | $255,000 | -27.4% | 5,933 | -23.1% | 0.02% | -24.2% |
| Q4 2021 | $351,000 | +71.2% | 7,717 | +69.6% | 0.03% | +50.0% |
| Q3 2021 | $205,000 | 0.0% | 4,551 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $205,000 | -34.1% | 4,551 | -36.8% | 0.02% | -43.6% |
| Q4 2020 | $311,000 | +1.3% | 7,199 | -4.0% | 0.04% | -4.9% |
| Q3 2020 | $307,000 | +89.5% | 7,499 | +83.8% | 0.04% | +70.8% |
| Q2 2020 | $162,000 | +92.9% | 4,079 | +79.0% | 0.02% | +41.2% |
| Q1 2020 | $84,000 | -71.2% | 2,279 | -68.7% | 0.02% | -66.7% |
| Q4 2019 | $292,000 | +2.5% | 7,279 | 0.0% | 0.05% | -8.9% |
| Q3 2019 | $285,000 | +0.4% | 7,279 | 0.0% | 0.06% | -5.1% |
| Q2 2019 | $284,000 | +40.6% | 7,279 | +37.1% | 0.06% | +43.9% |
| Q1 2019 | $202,000 | +146.3% | 5,309 | +129.9% | 0.04% | +105.0% |
| Q4 2018 | $82,000 | +5.1% | 2,309 | +12.3% | 0.02% | +42.9% |
| Q3 2018 | $78,000 | +1.3% | 2,056 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $77,000 | – | 2,056 | – | 0.02% | – |
Download | ||||||
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% |