ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,148,034 | -34.4% | 106,551 | -32.9% | 0.21% | -34.7% |
| Q1 2023 | $6,326,134 | -19.3% | 158,866 | -22.9% | 0.32% | -12.9% |
| Q4 2022 | $7,836,482 | -10.0% | 206,169 | -13.3% | 0.36% | -30.1% |
| Q3 2022 | $8,710,000 | -6.1% | 237,926 | -0.0% | 0.52% | -3.0% |
| Q2 2022 | $9,274,000 | -5.4% | 238,036 | +4.3% | 0.54% | +49.6% |
| Q1 2022 | $9,803,000 | +6.8% | 228,146 | +13.0% | 0.36% | +7.2% |
| Q4 2021 | $9,177,000 | – | 201,829 | – | 0.34% | – |
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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% |