ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 220 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,708,000 | +4.2% | 454,864 | +8.2% | 0.01% | +25.0% |
| Q2 2023 | $16,989,000 | -0.8% | 420,409 | -2.2% | 0.00% | -20.0% |
| Q1 2023 | $17,132,000 | -9.9% | 429,814 | -14.1% | 0.01% | 0.0% |
| Q4 2022 | $19,009,000 | +11.1% | 500,103 | +7.0% | 0.01% | 0.0% |
| Q3 2022 | $17,105,000 | -3.9% | 467,228 | +2.3% | 0.01% | 0.0% |
| Q2 2022 | $17,800,000 | -4.5% | 456,884 | +5.3% | 0.01% | 0.0% |
| Q1 2022 | $18,643,000 | -3.5% | 433,871 | +2.1% | 0.01% | +25.0% |
| Q4 2021 | $19,317,000 | +17.1% | 424,820 | +15.3% | 0.00% | 0.0% |
| Q3 2021 | $16,491,000 | +10.5% | 368,595 | +11.3% | 0.00% | 0.0% |
| Q2 2021 | $14,925,000 | +13.6% | 331,289 | +9.8% | 0.00% | 0.0% |
| Q1 2021 | $13,136,000 | +16.7% | 301,623 | +15.7% | 0.00% | +33.3% |
| Q4 2020 | $11,261,000 | +32.6% | 260,659 | +26.0% | 0.00% | 0.0% |
| Q3 2020 | $8,492,000 | +27.5% | 206,880 | +23.9% | 0.00% | 0.0% |
| Q2 2020 | $6,659,000 | +1.9% | 167,015 | -6.1% | 0.00% | 0.0% |
| Q1 2020 | $6,532,000 | -24.9% | 177,773 | -18.0% | 0.00% | 0.0% |
| Q4 2019 | $8,697,000 | -6.8% | 216,725 | -8.8% | 0.00% | -25.0% |
| Q3 2019 | $9,334,000 | +31.3% | 237,583 | +30.4% | 0.00% | +33.3% |
| Q2 2019 | $7,110,000 | +12.2% | 182,241 | +9.4% | 0.00% | 0.0% |
| Q1 2019 | $6,339,000 | +18.6% | 166,582 | +11.2% | 0.00% | 0.0% |
| Q4 2018 | $5,346,000 | +23.4% | 149,848 | +31.1% | 0.00% | +50.0% |
| Q3 2018 | $4,331,000 | +36.2% | 114,272 | +34.8% | 0.00% | +100.0% |
| Q2 2018 | $3,180,000 | -4.7% | 84,747 | -4.1% | 0.00% | 0.0% |
| Q1 2018 | $3,337,000 | +1.3% | 88,375 | +2.1% | 0.00% | 0.0% |
| Q4 2017 | $3,293,000 | +40.9% | 86,594 | +40.7% | 0.00% | 0.0% |
| Q3 2017 | $2,337,000 | +17.7% | 61,567 | +15.5% | 0.00% | 0.0% |
| Q2 2017 | $1,986,000 | +15.4% | 53,286 | +12.6% | 0.00% | 0.0% |
| Q1 2017 | $1,721,000 | +16.8% | 47,341 | +13.2% | 0.00% | 0.0% |
| Q4 2016 | $1,473,000 | +4.0% | 41,814 | +6.5% | 0.00% | 0.0% |
| Q3 2016 | $1,416,000 | -4.5% | 39,245 | -6.5% | 0.00% | 0.0% |
| Q2 2016 | $1,482,000 | +13.9% | 41,976 | +12.3% | 0.00% | 0.0% |
| Q1 2016 | $1,301,000 | -16.8% | 37,378 | -18.6% | 0.00% | 0.0% |
| Q4 2015 | $1,564,000 | +16.9% | 45,939 | +16.2% | 0.00% | 0.0% |
| Q3 2015 | $1,338,000 | +0.6% | 39,521 | +4.7% | 0.00% | 0.0% |
| Q2 2015 | $1,330,000 | +29.4% | 37,753 | +31.0% | 0.00% | 0.0% |
| Q1 2015 | $1,028,000 | -23.4% | 28,822 | -24.4% | 0.00% | 0.0% |
| Q4 2014 | $1,342,000 | +98.5% | 38,143 | +97.1% | 0.00% | – |
| Q3 2014 | $676,000 | +8.0% | 19,356 | +10.5% | 0.00% | – |
| Q2 2014 | $626,000 | +120.4% | 17,521 | +114.3% | 0.00% | – |
| Q1 2014 | $284,000 | +47.9% | 8,175 | +46.2% | 0.00% | – |
| Q4 2013 | $192,000 | +20.0% | 5,590 | +16.7% | 0.00% | – |
| Q3 2013 | $160,000 | +28.0% | 4,790 | +23.7% | 0.00% | – |
| Q2 2013 | $125,000 | – | 3,872 | – | 0.00% | – |
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% |