ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,309 | +22.5% | 6,141 | +27.6% | 0.00% | – |
| Q2 2023 | $194,541 | -13.9% | 4,812 | -15.2% | 0.00% | -100.0% |
| Q1 2023 | $225,854 | +125.5% | 5,674 | +115.3% | 0.00% | – |
| Q4 2022 | $100,149 | -8.1% | 2,635 | -11.9% | 0.00% | -100.0% |
| Q3 2022 | $109,000 | -6.8% | 2,990 | -0.8% | 0.00% | 0.0% |
| Q2 2022 | $117,000 | -15.8% | 3,015 | -6.9% | 0.00% | – |
| Q1 2022 | $139,000 | +13.0% | 3,240 | +19.6% | 0.00% | – |
| Q4 2021 | $123,000 | – | 2,708 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 190,477 | $8,661,000 | 5.64% |
| Compass Ion Advisors, LLC | 323,609 | $14,715,000 | 4.73% |
| Weaver Consulting Group | 181,467 | $8,251,000 | 3.97% |
| TIEDEMANN ADVISORS, LLC | 1,517,044 | $68,990,000 | 3.36% |
| Investment Advisory Group, LLC | 107,389 | $4,702,000 | 3.01% |
| FURE FINANCIAL CORP | 76,058 | $3,458,000 | 2.40% |
| Beacon Financial Advisory LLC | 104,542 | $4,754,000 | 2.20% |
| Weitzel Financial Services, Inc. | 65,876 | $2,995,381,000 | 1.81% |
| RESTON WEALTH MANAGEMENT LLC | 52,151 | $2,371,000 | 1.15% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 71,417 | $3,247,000 | 1.11% |