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 | $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 ↓ |
|---|---|---|---|
| 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% |