ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,937 | -3.1% | 7,037 | +0.6% | 0.07% | +3.0% |
| Q2 2023 | $282,577 | +1.6% | 6,993 | +0.2% | 0.07% | -4.3% |
| Q1 2023 | $278,245 | +7.8% | 6,981 | +2.8% | 0.07% | 0.0% |
| Q4 2022 | $258,134 | +4.1% | 6,791 | +0.2% | 0.07% | -8.0% |
| Q3 2022 | $248,000 | -11.4% | 6,780 | -5.8% | 0.08% | -9.6% |
| Q2 2022 | $280,000 | +0.4% | 7,200 | +10.5% | 0.08% | +22.1% |
| Q1 2022 | $279,000 | -5.7% | 6,515 | +0.2% | 0.07% | -5.6% |
| Q4 2021 | $296,000 | +2.1% | 6,501 | +0.1% | 0.07% | -2.7% |
| Q3 2021 | $290,000 | -0.7% | 6,495 | +0.2% | 0.07% | -1.3% |
| Q2 2021 | $292,000 | 0.0% | 6,485 | -3.6% | 0.08% | -8.5% |
| Q1 2021 | $292,000 | -6.7% | 6,725 | -5.8% | 0.08% | -3.5% |
| Q4 2020 | $313,000 | – | 7,139 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 184,080 | $7,952,000 | 4.96% |
| IronBridge Private Wealth, LLC | 115,465 | $4,988,000 | 3.69% |
| RESTON WEALTH MANAGEMENT LLC | 130,445 | $5,635,000 | 3.20% |
| Beacon Financial Advisory LLC | 107,915 | $4,661,000 | 3.03% |
| TIEDEMANN ADVISORS, LLC | 1,408,391 | $60,839,000 | 2.94% |
| ARQ WEALTH ADVISORS, LLC | 107,906 | $4,662,000 | 2.93% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 173,998 | $7,517,000 | 2.85% |
| Thrive Capital Management, LLC | 57,340 | $2,477,000 | 2.64% |
| FURE FINANCIAL CORP | 71,088 | $3,071,000 | 2.18% |
| Trilogy Capital Inc. | 532,533 | $23,005,000 | 1.88% |