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 | $1,739,898 | +9.3% | 44,693 | +13.5% | 0.02% | +6.2% |
| Q2 2023 | $1,591,386 | -1.3% | 39,381 | -2.6% | 0.02% | -5.9% |
| Q1 2023 | $1,611,549 | +4.3% | 40,430 | -0.5% | 0.02% | +21.4% |
| Q4 2022 | $1,544,764 | -99.9% | 40,641 | -58.6% | 0.01% | -26.3% |
| Q3 2022 | $1,798,797,000 | +89794.9% | 98,162 | +91.1% | 0.02% | -9.5% |
| Q2 2022 | $2,001,000 | -7.3% | 51,360 | +2.2% | 0.02% | -4.5% |
| Q1 2022 | $2,159,000 | -4.8% | 50,249 | +0.8% | 0.02% | -4.3% |
| Q4 2021 | $2,268,000 | +6.8% | 49,869 | +5.1% | 0.02% | +9.5% |
| Q3 2021 | $2,124,000 | +1.2% | 47,465 | +1.9% | 0.02% | -12.5% |
| Q2 2021 | $2,098,000 | +5.6% | 46,569 | +2.1% | 0.02% | -4.0% |
| Q1 2021 | $1,987,000 | -29.5% | 45,623 | -30.1% | 0.02% | -24.2% |
| Q4 2020 | $2,819,000 | -99.9% | 65,284 | +40.1% | 0.03% | -8.3% |
| Q3 2020 | $1,913,000,000 | – | 46,613 | – | 0.04% | – |
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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% |