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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $413,904 | +1.0% | 10,632 | +4.8% | 0.27% | +1.5% |
| Q2 2023 | $409,879 | +1.4% | 10,143 | 0.0% | 0.27% | -13.0% |
| Q1 2023 | $404,300 | -0.7% | 10,143 | -5.3% | 0.31% | -4.4% |
| Q4 2022 | $407,163 | +24.5% | 10,712 | +20.1% | 0.32% | +13.8% |
| Q3 2022 | $327,000 | -2.7% | 8,922 | +3.6% | 0.28% | +3.7% |
| Q2 2022 | $336,000 | -13.0% | 8,612 | -9.6% | 0.27% | -11.1% |
| Q1 2022 | $386,000 | -14.8% | 9,522 | -4.3% | 0.31% | -5.3% |
| Q4 2021 | $453,000 | +1.8% | 9,952 | 0.0% | 0.32% | -8.5% |
| Q3 2021 | $445,000 | +2.1% | 9,952 | +2.7% | 0.35% | -0.3% |
| Q2 2021 | $436,000 | +3.6% | 9,687 | +0.2% | 0.35% | -4.8% |
| Q1 2021 | $421,000 | -6.2% | 9,670 | -7.0% | 0.37% | -9.3% |
| Q4 2020 | $449,000 | +6.7% | 10,395 | +7.5% | 0.41% | +10.2% |
| Q1 2012 | $421,000 | – | 9,670 | – | 0.37% | – |
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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% |