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 | $767 | -45.0% | 19,700 | -42.9% | 0.00% | -50.0% |
| Q2 2023 | $1,394 | -11.7% | 34,500 | -12.9% | 0.00% | 0.0% |
| Q1 2023 | $1,578 | +531.2% | 39,600 | +502.5% | 0.00% | – |
| Q4 2022 | $250 | -99.9% | 6,573 | -9.5% | 0.00% | – |
| Q3 2022 | $266,000 | -57.0% | 7,259 | -54.3% | 0.00% | -100.0% |
| Q2 2022 | $619,000 | +59.9% | 15,900 | +76.7% | 0.00% | – |
| Q1 2022 | $387,000 | -79.0% | 9,000 | -78.9% | 0.00% | -100.0% |
| Q4 2020 | $1,845,000 | +51.9% | 42,700 | +44.2% | 0.00% | +100.0% |
| Q3 2020 | $1,215,000 | -11.7% | 29,605 | -14.2% | 0.00% | 0.0% |
| Q2 2020 | $1,376,000 | +341.0% | 34,500 | +305.9% | 0.00% | – |
| Q1 2020 | $312,000 | -71.4% | 8,500 | -68.7% | 0.00% | -100.0% |
| Q4 2019 | $1,090,000 | +150.0% | 27,163 | +144.7% | 0.00% | – |
| Q3 2019 | $436,000 | +18.8% | 11,100 | +18.1% | 0.00% | – |
| Q2 2019 | $367,000 | -31.4% | 9,400 | -33.2% | 0.00% | -100.0% |
| Q4 2017 | $535,000 | – | 14,073 | – | 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% |