WestEnd Advisors, LLC - ISHARES TR ownership

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
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 Q3 2023
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders