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 | $6,280,313 | -5.0% | 161,323 | -1.4% | 2.84% | -2.7% |
| Q2 2023 | $6,610,021 | -0.1% | 163,574 | -1.4% | 2.92% | -3.7% |
| Q1 2023 | $6,615,735 | +3.0% | 165,974 | -1.8% | 3.03% | -7.6% |
| Q4 2022 | $6,425,024 | -8.3% | 169,035 | -11.7% | 3.28% | -18.5% |
| Q3 2022 | $7,007,000 | +0.3% | 191,395 | +6.7% | 4.02% | +3.0% |
| Q2 2022 | $6,985,000 | -8.7% | 179,297 | +0.7% | 3.91% | +5.3% |
| Q1 2022 | $7,649,000 | -7.3% | 178,010 | -1.9% | 3.71% | -6.6% |
| Q4 2021 | $8,251,000 | +0.4% | 181,467 | -1.2% | 3.97% | -11.0% |
| Q3 2021 | $8,216,000 | +0.1% | 183,632 | +0.8% | 4.46% | -3.5% |
| Q2 2021 | $8,207,000 | +2.9% | 182,171 | -0.5% | 4.62% | -5.6% |
| Q1 2021 | $7,973,000 | +0.3% | 183,066 | -0.6% | 4.90% | -1.2% |
| Q4 2020 | $7,952,000 | +4.0% | 184,080 | -1.2% | 4.96% | +12.6% |
| Q3 2020 | $7,648,000 | +3.6% | 186,301 | +0.6% | 4.40% | +2.5% |
| Q2 2020 | $7,383,000 | +9.2% | 185,170 | +0.6% | 4.30% | -2.7% |
| Q1 2020 | $6,764,000 | -3.1% | 184,114 | +3.7% | 4.42% | +18.2% |
| Q4 2019 | $6,979,000 | +1.5% | 177,617 | +0.4% | 3.74% | +2.6% |
| Q3 2019 | $6,879,000 | -0.7% | 176,970 | -0.3% | 3.64% | -3.5% |
| Q2 2019 | $6,926,000 | +2.1% | 177,511 | +0.7% | 3.78% | +97.3% |
| Q1 2019 | $6,786,000 | – | 176,293 | – | 1.91% | – |
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% |