ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 243 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $454,865 | -6.5% | 11,684 | -3.0% | 0.01% | -25.0% |
| Q2 2023 | $486,674 | +1.4% | 12,043 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $479,851 | +5.0% | 12,038 | +0.1% | 0.01% | -11.1% |
| Q4 2022 | $457,201 | +2.5% | 12,028 | -1.3% | 0.01% | -10.0% |
| Q3 2022 | $446,000 | -14.1% | 12,181 | -8.6% | 0.01% | -9.1% |
| Q2 2022 | $519,000 | -33.2% | 13,325 | -26.3% | 0.01% | 0.0% |
| Q1 2022 | $777,000 | -6.8% | 18,087 | -1.3% | 0.01% | -50.0% |
| Q4 2021 | $834,000 | -8.8% | 18,331 | -10.3% | 0.02% | -4.3% |
| Q3 2021 | $914,000 | -78.1% | 20,427 | -78.0% | 0.02% | -84.5% |
| Q2 2021 | $4,179,000 | +9.0% | 92,767 | +5.4% | 0.15% | -37.3% |
| Q1 2021 | $3,834,000 | – | 88,037 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 190,477 | $8,661,000 | 5.64% |
| Compass Ion Advisors, LLC | 323,609 | $14,715,000 | 4.73% |
| Weaver Consulting Group | 181,467 | $8,251,000 | 3.97% |
| TIEDEMANN ADVISORS, LLC | 1,517,044 | $68,990,000 | 3.36% |
| Investment Advisory Group, LLC | 107,389 | $4,702,000 | 3.01% |
| FURE FINANCIAL CORP | 76,058 | $3,458,000 | 2.40% |
| Beacon Financial Advisory LLC | 104,542 | $4,754,000 | 2.20% |
| Weitzel Financial Services, Inc. | 65,876 | $2,995,381,000 | 1.81% |
| RESTON WEALTH MANAGEMENT LLC | 52,151 | $2,371,000 | 1.15% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 71,417 | $3,247,000 | 1.11% |