ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $862,382 | +7.7% | 21,635 | +2.7% | 0.02% | 0.0% |
| Q4 2022 | $800,805 | +176.1% | 21,068 | +165.7% | 0.02% | +157.1% |
| Q3 2022 | $290,000 | -10.5% | 7,930 | -4.8% | 0.01% | -12.5% |
| Q2 2022 | $324,000 | +22.3% | 8,327 | +35.0% | 0.01% | +60.0% |
| Q1 2022 | $265,000 | -3.3% | 6,167 | +2.4% | 0.01% | -16.7% |
| Q4 2021 | $274,000 | +25.1% | 6,022 | +1.2% | 0.01% | -25.0% |
| Q1 2020 | $219,000 | -8.4% | 5,949 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $239,000 | +18.3% | 5,949 | +15.7% | 0.01% | +14.3% |
| Q3 2019 | $202,000 | +0.5% | 5,142 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $201,000 | -7.8% | 5,142 | -10.3% | 0.01% | -11.1% |
| Q1 2019 | $218,000 | +6.3% | 5,734 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $205,000 | – | 5,734 | – | 0.01% | – |
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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% |