ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| RESTON WEALTH MANAGEMENT LLC | 136,685 | $5,239,000 | 4.20% |
| Planning Solutions Group LLC | 176,245 | $6,708,000 | 3.59% |
| SlateStone Wealth, LLC | 278,545 | $10,601,000 | 3.26% |
| PATTON ALBERTSON MILLER GROUP, LLC | 156,228 | $5,946,000 | 3.01% |
| TIEDEMANN ADVISORS, LLC | 1,618,523 | $61,589,000 | 2.90% |
| Madrona Financial Services, LLC | 67,217 | $2,558,000 | 2.80% |
| Weaver Consulting Group | 176,293 | $6,786,000 | 1.91% |
| Darwin Wealth Management, LLC | 147,889 | $5,629,000 | 1.85% |
| Madden Advisory Services, Inc. | 73,676 | $2,804,000 | 1.50% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 91,270 | $3,474,000 | 1.08% |