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 | $4,502,215 | -0.7% | 115,649 | +3.1% | 2.34% | +0.8% |
| Q2 2023 | $4,533,103 | +3.3% | 112,178 | +1.9% | 2.32% | -8.0% |
| Q1 2023 | $4,389,576 | +6.6% | 110,125 | +1.6% | 2.52% | -0.1% |
| Q4 2022 | $4,118,149 | +3.2% | 108,344 | -0.6% | 2.53% | -8.7% |
| Q3 2022 | $3,990,000 | -5.1% | 108,981 | +1.0% | 2.77% | -3.1% |
| Q2 2022 | $4,204,000 | -10.1% | 107,946 | -0.8% | 2.86% | +0.6% |
| Q1 2022 | $4,677,000 | -0.5% | 108,788 | +1.3% | 2.84% | -5.6% |
| Q4 2021 | $4,702,000 | – | 107,389 | – | 3.01% | – |
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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% |