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 ↓ |
|---|---|---|---|
| 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% |