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 | $24,331 | -3.2% | 625 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $25,144 | -36.8% | 625 | -37.1% | 0.01% | -33.3% |
| Q1 2023 | $39,789 | -1.9% | 994 | -6.9% | 0.01% | -7.7% |
| Q4 2022 | $40,578 | +56.1% | 1,068 | +52.4% | 0.01% | +44.4% |
| Q3 2022 | $26,000 | -3.7% | 701 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $27,000 | -10.0% | 699 | +0.1% | 0.01% | -10.0% |
| Q1 2022 | $30,000 | -6.2% | 698 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $32,000 | +68.4% | 698 | +62.7% | 0.01% | +57.1% |
| Q3 2021 | $19,000 | +5.6% | 429 | +2.9% | 0.01% | -12.5% |
| Q1 2021 | $18,000 | +50.0% | 417 | +34.1% | 0.01% | 0.0% |
| Q2 2019 | $12,000 | – | 311 | – | 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% |