ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 227 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $263,000 | -6.1% | 6,926 | -9.4% | 0.20% | -11.8% |
| Q3 2022 | $280,000 | -18.1% | 7,648 | -12.8% | 0.23% | -15.2% |
| Q2 2022 | $342,000 | -9.3% | 8,772 | +0.1% | 0.27% | +4.2% |
| Q1 2022 | $377,000 | -5.5% | 8,765 | -0.2% | 0.26% | +2.4% |
| Q4 2021 | $399,000 | -1.7% | 8,781 | -3.2% | 0.25% | -10.9% |
| Q3 2021 | $406,000 | +2.0% | 9,074 | +2.7% | 0.28% | +3.3% |
| Q2 2021 | $398,000 | +2.3% | 8,833 | -1.1% | 0.28% | -1.4% |
| Q1 2021 | $389,000 | +50.2% | 8,927 | +49.0% | 0.28% | +36.8% |
| Q4 2020 | $259,000 | +236.4% | 5,991 | +193.1% | 0.20% | +209.1% |
| Q2 2018 | $77,000 | 0.0% | 2,044 | 0.0% | 0.07% | -1.5% |
| Q1 2018 | $77,000 | -8.3% | 2,044 | -6.9% | 0.07% | -13.0% |
| Q4 2017 | $84,000 | – | 2,196 | – | 0.08% | – |
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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% |