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 | $227,289 | -3.7% | 5,838 | 0.0% | 0.10% | +6.5% |
| Q2 2023 | $235,930 | +1.4% | 5,838 | 0.0% | 0.09% | -19.8% |
| Q1 2023 | $232,717 | +4.9% | 5,838 | 0.0% | 0.12% | +13.7% |
| Q4 2022 | $221,916 | -11.2% | 5,838 | -14.6% | 0.10% | -19.7% |
| Q3 2022 | $250,000 | -6.0% | 6,838 | 0.0% | 0.13% | -5.9% |
| Q2 2022 | $266,000 | -9.5% | 6,838 | 0.0% | 0.14% | +3.1% |
| Q1 2022 | $294,000 | -5.5% | 6,838 | 0.0% | 0.13% | +4.8% |
| Q4 2021 | $311,000 | -3.4% | 6,838 | -4.9% | 0.12% | -17.2% |
| Q3 2021 | $322,000 | -0.9% | 7,188 | 0.0% | 0.15% | +2.0% |
| Q2 2021 | $325,000 | +7.6% | 7,188 | +5.1% | 0.15% | -0.7% |
| Q1 2021 | $302,000 | +3.4% | 6,838 | +1.0% | 0.15% | -9.7% |
| Q4 2020 | $292,000 | +5.0% | 6,773 | 0.0% | 0.16% | -0.6% |
| Q3 2020 | $278,000 | – | 6,773 | – | 0.17% | – |
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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% |