ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $464,279 | -2.3% | 11,926 | +1.4% | 0.08% | -1.2% |
Q2 2023 | $475,060 | +12.4% | 11,756 | +10.9% | 0.08% | +2.5% |
Q1 2023 | $422,596 | +10.5% | 10,602 | +5.4% | 0.08% | -4.8% |
Q4 2022 | $382,381 | +17.7% | 10,060 | +13.4% | 0.08% | +16.7% |
Q3 2022 | $325,000 | -9.5% | 8,871 | -3.7% | 0.07% | -4.0% |
Q2 2022 | $359,000 | +12.9% | 9,209 | +24.5% | 0.08% | +50.0% |
Q1 2022 | $318,000 | -5.1% | 7,398 | +0.4% | 0.05% | 0.0% |
Q4 2021 | $335,000 | +13.2% | 7,372 | +11.3% | 0.05% | +4.2% |
Q3 2021 | $296,000 | +7.6% | 6,625 | +8.5% | 0.05% | +11.6% |
Q2 2021 | $275,000 | -32.3% | 6,104 | -35.1% | 0.04% | -44.9% |
Q4 2020 | $406,000 | +4.9% | 9,400 | -3.3% | 0.08% | -22.0% |
Q2 2020 | $387,000 | +35.8% | 9,721 | +28.3% | 0.10% | -7.4% |
Q1 2020 | $285,000 | +5.6% | 7,576 | +11.8% | 0.11% | +1.9% |
Q4 2019 | $270,000 | +3.8% | 6,779 | +2.3% | 0.11% | -15.9% |
Q3 2019 | $260,000 | +5.7% | 6,624 | +4.9% | 0.13% | +20.0% |
Q2 2019 | $246,000 | – | 6,315 | – | 0.10% | – |
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% |