ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,527 | -23.8% | 9,055 | -20.9% | 0.01% | -25.0% |
| Q2 2023 | $462,796 | +98367.2% | 11,453 | -2.9% | 0.01% | -20.0% |
| Q1 2023 | $470 | +6.1% | 11,800 | +1.3% | 0.01% | -16.7% |
| Q4 2022 | $443 | -99.9% | 11,649 | -2.3% | 0.01% | -14.3% |
| Q3 2022 | $436,000 | -18.0% | 11,920 | -12.7% | 0.01% | -17.6% |
| Q2 2022 | $532,000 | -17.0% | 13,660 | -8.4% | 0.02% | -15.0% |
| Q1 2022 | $641,000 | -31.4% | 14,915 | -27.4% | 0.02% | -28.6% |
| Q4 2021 | $934,000 | +6.9% | 20,532 | +5.1% | 0.03% | 0.0% |
| Q3 2021 | $874,000 | +3.1% | 19,541 | +3.8% | 0.03% | -6.7% |
| Q2 2021 | $848,000 | +8.7% | 18,829 | +5.1% | 0.03% | -6.2% |
| Q1 2021 | $780,000 | +286.1% | 17,911 | +283.5% | 0.03% | +220.0% |
| Q4 2020 | $202,000 | – | 4,671 | – | 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% |