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 | $706,227 | +1.3% | 18,141 | +5.1% | 0.02% | -7.4% |
| Q2 2023 | $697,227 | +2.3% | 17,254 | +0.9% | 0.03% | -6.9% |
| Q1 2023 | $681,297 | +232.4% | 17,092 | +217.0% | 0.03% | +222.2% |
| Q4 2022 | $204,959 | -8.1% | 5,392 | -11.5% | 0.01% | -18.2% |
| Q3 2022 | $223,000 | -8.2% | 6,096 | -2.3% | 0.01% | -8.3% |
| Q2 2022 | $243,000 | -9.7% | 6,239 | +5.5% | 0.01% | +9.1% |
| Q4 2021 | $269,000 | +1.1% | 5,916 | -0.5% | 0.01% | -15.4% |
| Q3 2021 | $266,000 | -2.6% | 5,948 | -1.6% | 0.01% | 0.0% |
| Q2 2021 | $273,000 | +12.3% | 6,047 | +8.9% | 0.01% | -7.1% |
| Q1 2021 | $243,000 | -31.2% | 5,553 | -32.1% | 0.01% | -46.2% |
| Q4 2020 | $353,000 | – | 8,182 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 1,379,666 | $49,185,000 | 10.23% |
| Well Done, LLC | 59,746 | $9,358,000 | 3.37% |
| Madrona Financial Services, LLC | 61,467 | $2,218,000 | 2.36% |
| Tiedemann Wealth Management Holdings, LLC | 21,781 | $786,000 | 1.95% |
| Madden Advisory Services, Inc. | 73,718 | $2,660,000 | 1.63% |
| PATTON ALBERTSON MILLER GROUP, LLC | 39,976 | $1,443,000 | 0.64% |
| Waverly Advisors, LLC | 40,448 | $1,460,000 | 0.61% |
| Darwin Wealth Management, LLC | 20,473 | $739,000 | 0.57% |
| Boston Standard Wealth Management, LLC | 19,332 | $698,000,000 | 0.56% |
| M Holdings Securities, Inc. | 31,991 | $1,155,000 | 0.53% |