ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,545 | -5.0% | 2,277 | +1.0% | 0.02% | +22.2% |
| Q2 2023 | $91,128 | -12.1% | 2,255 | -13.3% | 0.02% | -18.2% |
| Q1 2023 | $103,635 | +8.1% | 2,600 | +3.1% | 0.02% | 0.0% |
| Q4 2022 | $95,861 | -33.9% | 2,522 | -36.4% | 0.02% | -40.5% |
| Q3 2022 | $145,000 | -50.3% | 3,968 | -47.1% | 0.04% | -49.3% |
| Q2 2022 | $292,000 | -9.0% | 7,498 | +0.4% | 0.07% | +2.8% |
| Q1 2022 | $321,000 | -4.7% | 7,466 | +0.6% | 0.07% | -2.7% |
| Q4 2021 | $337,000 | +7.0% | 7,420 | +5.3% | 0.07% | 0.0% |
| Q3 2021 | $315,000 | -0.3% | 7,047 | +0.6% | 0.07% | +5.8% |
| Q2 2021 | $316,000 | +3.9% | 7,008 | +0.4% | 0.07% | -6.8% |
| Q1 2021 | $304,000 | -1.6% | 6,979 | -2.3% | 0.07% | -10.8% |
| Q4 2020 | $309,000 | -21.0% | 7,145 | -24.9% | 0.08% | -37.1% |
| Q3 2020 | $391,000 | +3.4% | 9,520 | +0.3% | 0.13% | -11.4% |
| Q2 2020 | $378,000 | +20.8% | 9,493 | +11.2% | 0.15% | -11.8% |
| Q1 2020 | $313,000 | – | 8,539 | – | 0.17% | – |
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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% |