MEANS INVESTMENT CO., INC. - ISHARES TR ownership

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
MEANS INVESTMENT CO., INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$217,460
+4.5%
5,456
-0.3%
0.04%
-9.5%
Q4 2022$208,004
+4.0%
5,472
-0.0%
0.04%
-2.3%
Q3 2022$200,000
-3.8%
5,473
+2.4%
0.04%
-2.3%
Q2 2022$208,000
-9.6%
5,343
-0.1%
0.04%
+4.8%
Q1 2022$230,000
-34.1%
5,350
-30.3%
0.04%
-32.3%
Q4 2021$349,000
-14.0%
7,671
-15.5%
0.06%
-22.5%
Q3 2021$406,000
-6.5%
9,082
-5.7%
0.08%
-8.0%
Q2 2021$434,000
-17.3%
9,632
-20.1%
0.09%
-26.9%
Q1 2021$525,000
-1.7%
12,061
-0.6%
0.12%
-2.5%
Q4 2020$534,000
+5.7%
12,128
+0.3%
0.12%
-12.2%
Q3 2020$505,000
+18.5%
12,097
+16.7%
0.14%
+4.5%
Q2 2020$426,000
+30.7%
10,365
+19.8%
0.13%
+5.6%
Q1 2020$326,000
-28.2%
8,649
-22.5%
0.13%
-17.1%
Q4 2019$454,000
-3.8%
11,167
-6.1%
0.15%
-14.6%
Q3 2019$472,000
-0.4%
11,889
-2.7%
0.18%
-8.2%
Q2 2019$474,000
+3.5%
12,221
+1.5%
0.19%
-3.5%
Q1 2019$458,000
-6.3%
12,036
-12.2%
0.20%
-25.8%
Q4 2018$489,00013,7060.27%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 183,632$8,216,0004.46%
Thrive Capital Management, LLC 125,395$5,610,0004.14%
TIEDEMANN ADVISORS, LLC 1,540,276$68,912,0003.67%
RiverTree Advisors, LLC 86,580$3,874,0002.64%
Beacon Financial Advisory LLC 107,340$4,802,0002.50%
FURE FINANCIAL CORP 74,239$3,321,0002.32%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 100,864$4,513,0001.65%
Weitzel Financial Services, Inc. 54,579$2,447,322,0001.59%
Fort Henry Capital, LLC 29,160$1,305,0001.15%
Madrona Financial Services, LLC 53,889$2,411,0001.14%
View complete list of ISHARES TR shareholders