ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 243 filers reported holding ISHARES TR in Q4 2022. 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 ↓ |
|---|---|---|---|
| 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% |