ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 215 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,408,478 | -3.2% | 61,867 | +0.5% | 1.33% | -6.8% |
| Q2 2023 | $2,486,834 | +1.6% | 61,540 | +0.2% | 1.43% | -8.3% |
| Q1 2023 | $2,448,581 | +2.5% | 61,430 | -2.2% | 1.56% | -9.0% |
| Q4 2022 | $2,388,488 | -20.8% | 62,838 | -23.7% | 1.71% | -20.4% |
| Q3 2022 | $3,014,000 | -5.5% | 82,316 | +0.5% | 2.15% | +18.4% |
| Q2 2022 | $3,190,000 | -10.8% | 81,883 | -1.6% | 1.81% | +6.2% |
| Q1 2022 | $3,575,000 | -24.8% | 83,204 | -20.4% | 1.71% | -22.2% |
| Q4 2021 | $4,754,000 | -1.0% | 104,542 | -2.6% | 2.20% | -12.1% |
| Q3 2021 | $4,802,000 | -1.0% | 107,340 | -0.3% | 2.50% | -4.2% |
| Q2 2021 | $4,849,000 | -1.6% | 107,641 | -4.8% | 2.60% | -7.6% |
| Q1 2021 | $4,926,000 | +5.7% | 113,102 | +4.8% | 2.82% | -7.0% |
| Q4 2020 | $4,661,000 | +106.5% | 107,915 | +96.3% | 3.03% | +54.5% |
| Q3 2020 | $2,257,000 | +42.4% | 54,986 | +38.2% | 1.96% | +13.7% |
| Q2 2020 | $1,585,000 | +10.9% | 39,779 | +2.3% | 1.72% | -5.1% |
| Q1 2020 | $1,429,000 | -4.7% | 38,896 | +4.0% | 1.82% | +41.6% |
| Q4 2019 | $1,500,000 | – | 37,396 | – | 1.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |