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 2023 | $639,932 | -9.1% | 16,438 | -5.6% | 0.04% | -4.8% |
| Q2 2023 | $703,660 | +1.1% | 17,413 | -0.2% | 0.04% | -10.6% |
| Q1 2023 | $695,797 | +9.2% | 17,456 | +4.1% | 0.05% | 0.0% |
| Q4 2022 | $637,124 | +2.3% | 16,762 | -1.5% | 0.05% | +2.2% |
| Q3 2022 | $623,000 | -8.2% | 17,016 | -2.4% | 0.05% | -6.1% |
| Q2 2022 | $679,000 | -12.0% | 17,429 | -3.0% | 0.05% | +11.4% |
| Q1 2022 | $772,000 | -12.8% | 17,964 | -7.7% | 0.04% | -12.0% |
| Q4 2021 | $885,000 | +2.0% | 19,456 | +0.3% | 0.05% | -12.3% |
| Q3 2021 | $868,000 | -0.3% | 19,401 | +0.4% | 0.06% | -6.6% |
| Q2 2021 | $871,000 | -1.4% | 19,332 | -4.6% | 0.06% | -12.9% |
| Q1 2021 | $883,000 | -5.2% | 20,272 | -5.9% | 0.07% | -17.6% |
| Q4 2020 | $931,000 | +5.6% | 21,552 | +0.3% | 0.08% | -10.5% |
| Q3 2020 | $882,000 | +2.8% | 21,493 | -0.1% | 0.10% | -12.0% |
| Q2 2020 | $858,000 | – | 21,514 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 162,262 | $6,972,000 | 4.21% |
| Weaver Consulting Group | 178,010 | $7,649,000 | 3.71% |
| TIEDEMANN ADVISORS, LLC | 1,530,555 | $65,766,000 | 3.34% |
| Investment Advisory Group, LLC | 108,788 | $4,677,000 | 2.84% |
| Weitzel Financial Services, Inc. | 82,420 | $3,541,587,000 | 2.26% |
| Beacon Financial Advisory LLC | 83,204 | $3,575,000 | 1.71% |
| Sweet Financial Partners, LLC | 131,235 | $5,639,000 | 1.51% |
| RESTON WEALTH MANAGEMENT LLC | 52,372 | $2,250,000 | 1.15% |
| Fort Henry Capital, LLC | 26,960 | $1,158,000 | 1.00% |
| WIN ADVISORS, INC | 68,996 | $2,965,000 | 0.78% |