WestEnd Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 212 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
WestEnd Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$37,388
+50.6%
960
+54.1%
0.00%0.0%
Q1 2023$24,832
-92.0%
623
-92.3%
0.00%
-90.0%
Q4 2022$308,527
+77.3%
8,117
+70.6%
0.01%
+66.7%
Q3 2022$174,000
-99.9%
4,759
-45.2%
0.01%
-45.5%
Q2 2022$338,445,000
+436.5%
8,687
+491.8%
0.01%
+450.0%
Q1 2022$63,079,000
-94.9%
1,468
-94.6%
0.00%
-94.1%
Q4 2021$1,244,332,000
+3008.3%
27,366
+2339.0%
0.03%
+750.0%
Q4 2018$40,032,0001,1220.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 1,379,666$49,185,00010.23%
Well Done, LLC 59,746$9,358,0003.37%
Madrona Financial Services, LLC 61,467$2,218,0002.36%
Tiedemann Wealth Management Holdings, LLC 21,781$786,0001.95%
Madden Advisory Services, Inc. 73,718$2,660,0001.63%
PATTON ALBERTSON MILLER GROUP, LLC 39,976$1,443,0000.64%
Waverly Advisors, LLC 40,448$1,460,0000.61%
Darwin Wealth Management, LLC 20,473$739,0000.57%
Boston Standard Wealth Management, LLC 19,332$698,000,0000.56%
M Holdings Securities, Inc. 31,991$1,155,0000.53%
View complete list of ISHARES TR shareholders