ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 243 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $468,253 | -4.0% | 12,028 | -0.3% | 0.17% | -4.5% |
| Q2 2023 | $487,665 | +2.6% | 12,068 | +1.2% | 0.18% | -2.2% |
| Q1 2023 | $475,344 | -17.0% | 11,925 | -20.8% | 0.18% | -26.1% |
| Q4 2022 | $572,406 | -1.5% | 15,059 | -5.0% | 0.24% | -4.7% |
| Q3 2022 | $581,000 | -12.6% | 15,859 | -7.1% | 0.26% | -10.8% |
| Q2 2022 | $665,000 | -8.1% | 17,066 | +1.3% | 0.29% | -18.9% |
| Q1 2022 | $724,000 | -10.7% | 16,841 | -5.6% | 0.36% | -5.8% |
| Q4 2021 | $811,000 | +6.0% | 17,833 | +4.3% | 0.38% | -0.8% |
| Q3 2021 | $765,000 | -3.3% | 17,091 | -2.7% | 0.38% | -9.3% |
| Q2 2021 | $791,000 | +1.9% | 17,565 | -1.4% | 0.42% | -14.0% |
| Q1 2021 | $776,000 | +2.5% | 17,818 | +1.6% | 0.49% | -6.7% |
| Q4 2020 | $757,000 | +4.3% | 17,531 | -0.9% | 0.52% | -13.3% |
| Q3 2020 | $726,000 | +13.6% | 17,687 | +10.3% | 0.60% | +8.1% |
| Q2 2020 | $639,000 | -4.2% | 16,035 | -11.6% | 0.56% | -17.5% |
| Q1 2020 | $667,000 | -21.4% | 18,149 | -14.2% | 0.68% | -13.2% |
| Q4 2019 | $849,000 | +36.3% | 21,149 | +33.3% | 0.78% | +52.3% |
| Q3 2019 | $623,000 | +2.0% | 15,863 | +1.4% | 0.51% | +3.7% |
| Q2 2019 | $611,000 | -9.7% | 15,650 | -12.0% | 0.49% | -3.3% |
| Q1 2019 | $677,000 | +22.2% | 17,788 | +14.5% | 0.51% | +8.7% |
| Q4 2018 | $554,000 | -8.0% | 15,534 | -2.3% | 0.47% | +4.0% |
| Q3 2018 | $602,000 | -35.9% | 15,901 | -36.4% | 0.45% | -36.1% |
| Q2 2018 | $939,000 | -1.3% | 25,012 | -0.7% | 0.71% | 0.0% |
| Q1 2018 | $951,000 | +45.0% | 25,183 | +45.9% | 0.71% | +32.2% |
| Q4 2017 | $656,000 | +5.3% | 17,257 | +5.2% | 0.53% | -38.8% |
| Q3 2017 | $623,000 | -19.9% | 16,397 | -21.4% | 0.87% | +22.8% |
| Q2 2017 | $778,000 | -0.3% | 20,862 | -2.8% | 0.71% | -1.7% |
| Q1 2017 | $780,000 | +6.1% | 21,456 | +2.8% | 0.72% | -3.6% |
| Q4 2016 | $735,000 | – | 20,876 | – | 0.75% | – |
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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% |