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 2019 | $1,000 | -75.0% | 14 | -87.7% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 114 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 114 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 114 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | -60.0% | 114 | -59.1% | 0.00% | -100.0% |
| Q2 2018 | $10,000 | -9.1% | 279 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | +10.0% | 279 | +5.3% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | +150.0% | 265 | +165.0% | 0.00% | – |
| Q3 2017 | $4,000 | – | 100 | – | 0.00% | – |
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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% |