ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 222 filers reported holding ISHARES TR in Q2 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |