ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 215 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 190,477 | $8,661,000 | 5.64% |
| Compass Ion Advisors, LLC | 323,609 | $14,715,000 | 4.73% |
| Weaver Consulting Group | 181,467 | $8,251,000 | 3.97% |
| TIEDEMANN ADVISORS, LLC | 1,517,044 | $68,990,000 | 3.36% |
| Investment Advisory Group, LLC | 107,389 | $4,702,000 | 3.01% |
| FURE FINANCIAL CORP | 76,058 | $3,458,000 | 2.40% |
| Beacon Financial Advisory LLC | 104,542 | $4,754,000 | 2.20% |
| Weitzel Financial Services, Inc. | 65,876 | $2,995,381,000 | 1.81% |
| RESTON WEALTH MANAGEMENT LLC | 52,151 | $2,371,000 | 1.15% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 71,417 | $3,247,000 | 1.11% |