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 | $570,917 | -9.1% | 14,665 | -5.6% | 0.09% | -4.4% |
| Q2 2023 | $627,979 | +67.7% | 15,540 | +65.4% | 0.09% | +56.9% |
| Q1 2023 | $374,387 | +4.7% | 9,393 | -0.2% | 0.06% | 0.0% |
| Q4 2022 | $357,643 | -46.1% | 9,409 | -48.0% | 0.06% | -52.5% |
| Q3 2022 | $663,000 | -17.8% | 18,105 | -12.6% | 0.12% | -1.6% |
| Q2 2022 | $807,000 | -13.2% | 20,715 | -4.3% | 0.12% | -1.6% |
| Q1 2022 | $930,000 | -0.5% | 21,651 | +5.3% | 0.13% | +3.3% |
| Q4 2021 | $935,000 | – | 20,567 | – | 0.12% | – |
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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% |