ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 222 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $425,893 | -4.7% | 10,940 | -1.1% | 0.21% | -0.5% |
| Q2 2023 | $446,838 | +28.4% | 11,058 | +26.7% | 0.21% | +23.4% |
| Q1 2023 | $347,910 | +33.3% | 8,728 | +27.1% | 0.17% | +25.7% |
| Q4 2022 | $260,947 | -37.0% | 6,865 | -39.4% | 0.14% | -36.4% |
| Q3 2022 | $414,000 | -5.7% | 11,321 | +0.5% | 0.21% | -1.4% |
| Q2 2022 | $439,000 | -6.0% | 11,261 | +3.6% | 0.22% | +2.4% |
| Q1 2022 | $467,000 | -5.5% | 10,866 | -0.1% | 0.21% | -1.9% |
| Q4 2021 | $494,000 | +63.6% | 10,872 | +60.8% | 0.22% | +58.8% |
| Q3 2021 | $302,000 | +4.1% | 6,760 | +5.0% | 0.14% | +3.8% |
| Q2 2021 | $290,000 | – | 6,441 | – | 0.13% | – |
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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% |