ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 243 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $948,646 | -4.0% | 24,368 | -0.4% | 0.81% | +2.0% |
| Q2 2023 | $988,550 | +0.7% | 24,463 | -0.6% | 0.80% | -3.2% |
| Q1 2023 | $981,353 | +5.1% | 24,620 | +0.3% | 0.82% | -2.7% |
| Q4 2022 | $933,412 | +4.3% | 24,557 | +0.5% | 0.84% | -3.0% |
| Q3 2022 | $895,000 | -13.7% | 24,439 | -8.2% | 0.87% | -10.0% |
| Q2 2022 | $1,037,000 | -10.4% | 26,626 | -1.2% | 0.97% | -3.1% |
| Q1 2022 | $1,158,000 | -9.8% | 26,960 | -4.6% | 1.00% | -6.7% |
| Q4 2021 | $1,284,000 | -1.6% | 28,249 | -3.1% | 1.07% | -6.7% |
| Q3 2021 | $1,305,000 | -2.0% | 29,160 | -1.3% | 1.15% | -1.9% |
| Q2 2021 | $1,331,000 | +2.8% | 29,540 | -0.6% | 1.17% | -4.6% |
| Q1 2021 | $1,295,000 | -1.2% | 29,730 | -2.0% | 1.23% | -6.4% |
| Q4 2020 | $1,311,000 | – | 30,343 | – | 1.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 162,262 | $6,972,000 | 4.21% |
| Weaver Consulting Group | 178,010 | $7,649,000 | 3.71% |
| TIEDEMANN ADVISORS, LLC | 1,530,555 | $65,766,000 | 3.34% |
| Investment Advisory Group, LLC | 108,788 | $4,677,000 | 2.84% |
| Weitzel Financial Services, Inc. | 82,420 | $3,541,587,000 | 2.26% |
| Beacon Financial Advisory LLC | 83,204 | $3,575,000 | 1.71% |
| Sweet Financial Partners, LLC | 131,235 | $5,639,000 | 1.51% |
| RESTON WEALTH MANAGEMENT LLC | 52,372 | $2,250,000 | 1.15% |
| Fort Henry Capital, LLC | 26,960 | $1,158,000 | 1.00% |
| WIN ADVISORS, INC | 68,996 | $2,965,000 | 0.78% |