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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $139,231 | -24.5% | 3,493 | -28.0% | 0.01% | -27.3% |
| Q4 2022 | $184,501 | -13.0% | 4,854 | -16.0% | 0.01% | -21.4% |
| Q3 2022 | $212,000 | +11.6% | 5,779 | +18.7% | 0.01% | +7.7% |
| Q2 2022 | $190,000 | -53.3% | 4,867 | -48.5% | 0.01% | -48.0% |
| Q1 2022 | $407,000 | +41.3% | 9,459 | +48.9% | 0.02% | +38.9% |
| Q4 2021 | $288,000 | +3.2% | 6,351 | +2.0% | 0.02% | -5.3% |
| Q3 2021 | $279,000 | +10.3% | 6,227 | +10.5% | 0.02% | +5.6% |
| Q2 2021 | $253,000 | -0.4% | 5,636 | -3.1% | 0.02% | -18.2% |
| Q1 2021 | $254,000 | +22.7% | 5,819 | +22.0% | 0.02% | +15.8% |
| Q4 2020 | $207,000 | -42.7% | 4,768 | -48.4% | 0.02% | -24.0% |
| Q3 2020 | $361,000 | +108.7% | 9,247 | +113.0% | 0.02% | +13.6% |
| Q2 2020 | $173,000 | +14.6% | 4,342 | +5.3% | 0.02% | -15.4% |
| Q1 2020 | $151,000 | -11.7% | 4,125 | -3.4% | 0.03% | +18.2% |
| Q4 2019 | $171,000 | +61.3% | 4,269 | +58.4% | 0.02% | +29.4% |
| Q3 2019 | $106,000 | – | 2,695 | – | 0.02% | – |
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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% |