ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 filers reported holding ISHARES TR in Q1 2023. 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 | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |