ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $127,000 | -2.3% | 3,463 | +4.0% | 0.08% | +6.8% |
| Q2 2022 | $130,000 | -9.1% | 3,330 | -0.1% | 0.07% | +17.7% |
| Q1 2022 | $143,000 | -5.9% | 3,332 | -0.5% | 0.06% | -6.1% |
| Q4 2021 | $152,000 | +2.0% | 3,350 | +0.8% | 0.07% | -22.4% |
| Q3 2021 | $149,000 | -3.2% | 3,324 | -2.6% | 0.08% | 0.0% |
| Q2 2021 | $154,000 | +4.1% | 3,411 | +0.2% | 0.08% | -7.6% |
| Q1 2021 | $148,000 | +22.3% | 3,403 | +21.4% | 0.09% | -3.2% |
| Q4 2020 | $121,000 | +55.1% | 2,802 | +46.1% | 0.10% | +30.1% |
| Q3 2020 | $78,000 | – | 1,918 | – | 0.07% | – |
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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% |