ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $164,479 | -4.2% | 4,225 | -0.6% | 0.03% | -8.3% |
| Q2 2023 | $171,743 | +1.8% | 4,250 | +0.4% | 0.04% | -7.7% |
| Q1 2023 | $168,767 | -5.0% | 4,234 | -9.4% | 0.04% | -15.2% |
| Q4 2022 | $177,621 | -6.0% | 4,673 | -9.6% | 0.05% | -11.5% |
| Q3 2022 | $189,000 | +1.6% | 5,168 | +8.5% | 0.05% | -10.3% |
| Q2 2022 | $186,000 | -9.3% | 4,762 | 0.0% | 0.06% | -1.7% |
| Q1 2022 | $205,000 | +31.4% | 4,762 | +38.6% | 0.06% | +40.5% |
| Q4 2021 | $156,000 | +721.1% | 3,435 | +581.5% | 0.04% | +250.0% |
| Q2 2018 | $19,000 | 0.0% | 504 | 0.0% | 0.01% | +9.1% |
| Q1 2018 | $19,000 | 0.0% | 504 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $19,000 | – | 504 | – | 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% |