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 | $1,029,102 | -3.8% | 26,435 | -0.1% | 0.05% | -1.9% |
| Q2 2023 | $1,069,769 | -0.4% | 26,473 | -1.8% | 0.05% | -10.2% |
| Q1 2023 | $1,074,383 | +38.5% | 26,954 | +32.1% | 0.06% | +25.5% |
| Q4 2022 | $775,797 | -11.3% | 20,410 | -9.1% | 0.05% | -20.3% |
| Q3 2022 | $875,000 | 0.0% | 22,454 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $875,000 | -22.4% | 22,454 | -9.4% | 0.06% | -11.9% |
| Q4 2021 | $1,127,000 | -22.8% | 24,784 | -24.0% | 0.07% | +42.6% |
| Q3 2021 | $1,459,000 | +2.9% | 32,610 | +3.6% | 0.05% | +4.4% |
| Q2 2021 | $1,418,000 | +3.4% | 31,471 | -0.1% | 0.04% | -8.2% |
| Q1 2021 | $1,372,000 | – | 31,499 | – | 0.05% | – |
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% |