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 | $620,388 | -2.7% | 15,936 | +1.0% | 0.47% | +1.1% |
| Q2 2023 | $637,306 | -7.2% | 15,771 | -8.5% | 0.46% | -16.4% |
| Q1 2023 | $687,067 | -3.2% | 17,237 | -7.7% | 0.56% | -17.4% |
| Q4 2022 | $709,495 | -0.4% | 18,666 | -4.0% | 0.67% | -9.9% |
| Q3 2022 | $712,000 | -13.5% | 19,453 | -7.9% | 0.75% | -4.6% |
| Q2 2022 | $823,000 | -11.2% | 21,121 | -2.1% | 0.78% | +2.9% |
| Q1 2022 | $927,000 | -2.4% | 21,579 | +3.3% | 0.76% | +8.0% |
| Q4 2021 | $950,000 | – | 20,883 | – | 0.70% | – |
Download | ||||||
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% |