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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $18,387 | +1.4% | 455 | 0.0% | 0.02% | +5.6% |
| Q1 2023 | $18,136 | +4.9% | 455 | 0.0% | 0.02% | +38.5% |
| Q4 2022 | $17,295 | -40.4% | 455 | -43.1% | 0.01% | -43.5% |
| Q3 2022 | $29,000 | -17.1% | 800 | -11.1% | 0.02% | -11.5% |
| Q2 2022 | $35,000 | -76.5% | 900 | -74.1% | 0.03% | -73.5% |
| Q1 2022 | $149,000 | -29.7% | 3,470 | -25.4% | 0.10% | -24.0% |
| Q4 2021 | $212,000 | -1.4% | 4,652 | -3.1% | 0.13% | -5.1% |
| Q3 2021 | $215,000 | -1.8% | 4,802 | -1.1% | 0.14% | +0.7% |
| Q2 2021 | $219,000 | +44.1% | 4,857 | +39.4% | 0.14% | +36.4% |
| Q1 2021 | $152,000 | +46.2% | 3,485 | +45.2% | 0.10% | +41.4% |
| Q4 2020 | $104,000 | – | 2,400 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 184,080 | $7,952,000 | 4.96% |
| IronBridge Private Wealth, LLC | 115,465 | $4,988,000 | 3.69% |
| RESTON WEALTH MANAGEMENT LLC | 130,445 | $5,635,000 | 3.20% |
| Beacon Financial Advisory LLC | 107,915 | $4,661,000 | 3.03% |
| TIEDEMANN ADVISORS, LLC | 1,408,391 | $60,839,000 | 2.94% |
| ARQ WEALTH ADVISORS, LLC | 107,906 | $4,662,000 | 2.93% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 173,998 | $7,517,000 | 2.85% |
| Thrive Capital Management, LLC | 57,340 | $2,477,000 | 2.64% |
| FURE FINANCIAL CORP | 71,088 | $3,071,000 | 2.18% |
| Trilogy Capital Inc. | 532,533 | $23,005,000 | 1.88% |