ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 216 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $936,400 | -0.4% | 21,772 | -1.0% | 0.01% | -12.5% |
| Q1 2024 | $940,537 | +0.6% | 21,985 | -2.4% | 0.01% | -11.1% |
| Q4 2023 | $934,928 | +9.4% | 22,523 | +2.6% | 0.01% | -10.0% |
| Q3 2023 | $854,619 | -1.8% | 21,953 | +2.0% | 0.01% | 0.0% |
| Q2 2023 | $869,911 | +15.5% | 21,527 | +13.9% | 0.01% | +11.1% |
| Q1 2023 | $753,200 | +4.1% | 18,896 | -0.7% | 0.01% | -10.0% |
| Q4 2022 | $723,582 | +56.3% | 19,037 | +50.5% | 0.01% | +42.9% |
| Q3 2022 | $463,000 | -7.4% | 12,650 | -1.5% | 0.01% | -12.5% |
| Q2 2022 | $500,000 | -10.2% | 12,841 | -0.8% | 0.01% | 0.0% |
| Q1 2022 | $557,000 | +42.1% | 12,947 | +50.3% | 0.01% | +33.3% |
| Q4 2021 | $392,000 | +19.5% | 8,615 | +16.8% | 0.01% | +20.0% |
| Q3 2021 | $328,000 | +44.5% | 7,375 | +46.5% | 0.01% | +25.0% |
| Q2 2021 | $227,000 | -79.9% | 5,033 | -81.7% | 0.00% | -77.8% |
| Q3 2020 | $1,127,000 | – | 27,459 | – | 0.02% | – |
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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% |