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 | $640,313 | -7.9% | 16,723 | -4.6% | 0.07% | -6.6% |
| Q2 2023 | $695,076 | -2.1% | 17,526 | -1.5% | 0.08% | -7.3% |
| Q1 2023 | $709,877 | -3.0% | 17,800 | -4.5% | 0.08% | -15.5% |
| Q4 2022 | $731,554 | +5.7% | 18,638 | -1.8% | 0.10% | -14.2% |
| Q3 2022 | $692,000 | -8.3% | 18,975 | -1.9% | 0.11% | +0.9% |
| Q2 2022 | $755,000 | +9.3% | 19,341 | +18.1% | 0.11% | +24.4% |
| Q1 2022 | $691,000 | -29.1% | 16,382 | -23.6% | 0.09% | -25.0% |
| Q4 2021 | $975,000 | +0.2% | 21,446 | -1.4% | 0.12% | -2.4% |
| Q3 2021 | $973,000 | -1.6% | 21,748 | -0.9% | 0.12% | -4.7% |
| Q2 2021 | $989,000 | +25.2% | 21,952 | +21.1% | 0.13% | +16.2% |
| Q1 2021 | $790,000 | -8.6% | 18,129 | -9.4% | 0.11% | -8.3% |
| Q4 2020 | $864,000 | +5.2% | 20,010 | +0.1% | 0.12% | -5.5% |
| Q3 2020 | $821,000 | +8.6% | 19,991 | +5.4% | 0.13% | +10.3% |
| Q2 2020 | $756,000 | +4.1% | 18,960 | -4.1% | 0.12% | -9.4% |
| Q1 2020 | $726,000 | -26.1% | 19,764 | -19.2% | 0.13% | -16.9% |
| Q4 2019 | $982,000 | +13.4% | 24,475 | +11.0% | 0.15% | +17.6% |
| Q3 2019 | $866,000 | +16.6% | 22,051 | +15.7% | 0.13% | +15.9% |
| Q2 2019 | $743,000 | +5.5% | 19,052 | +3.0% | 0.11% | -5.0% |
| Q1 2019 | $704,000 | – | 18,492 | – | 0.12% | – |
Download | ||||||
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% |