ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,239 | -3.7% | 263 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,628 | +1.4% | 263 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,483 | +4.9% | 263 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,997 | -0.0% | 263 | -4.4% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -44.4% | 275 | -40.2% | 0.00% | -50.0% |
| Q2 2022 | $18,000 | -10.0% | 460 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | -4.8% | 459 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $21,000 | +162.5% | 459 | +152.2% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | 0.0% | 182 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 181 | +1.1% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 179 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | 0.0% | 178 | +0.6% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | 0.0% | 177 | +1.1% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | – | 175 | – | 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% |