ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 226 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $496,817 | -4.3% | 11,551 | -4.8% | 0.07% | -6.3% |
| Q1 2024 | $519,248 | -12.1% | 12,138 | -14.7% | 0.08% | 0.0% |
| Q4 2023 | $590,770 | +95.5% | 14,232 | +83.4% | 0.08% | +19.7% |
| Q3 2023 | $302,175 | +65164.6% | 7,762 | -32.2% | 0.07% | -10.8% |
| Q2 2023 | $463 | +1.8% | 11,448 | +0.3% | 0.07% | -1.3% |
| Q1 2023 | $455 | -99.8% | 11,411 | +47.0% | 0.08% | +13.6% |
| Q3 2022 | $302,175 | +30.8% | 7,762 | +41.4% | 0.07% | +40.4% |
| Q1 2022 | $231,000 | – | 5,489 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESTON WEALTH MANAGEMENT LLC | 136,685 | $5,239,000 | 4.20% |
| Planning Solutions Group LLC | 176,245 | $6,708,000 | 3.59% |
| SlateStone Wealth, LLC | 278,545 | $10,601,000 | 3.26% |
| PATTON ALBERTSON MILLER GROUP, LLC | 156,228 | $5,946,000 | 3.01% |
| TIEDEMANN ADVISORS, LLC | 1,618,523 | $61,589,000 | 2.90% |
| Madrona Financial Services, LLC | 67,217 | $2,558,000 | 2.80% |
| Weaver Consulting Group | 176,293 | $6,786,000 | 1.91% |
| Darwin Wealth Management, LLC | 147,889 | $5,629,000 | 1.85% |
| Madden Advisory Services, Inc. | 73,676 | $2,804,000 | 1.50% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 91,270 | $3,474,000 | 1.08% |