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 | $330,890 | +7.0% | 8,500 | +11.1% | 0.03% | +13.0% |
| Q2 2023 | $309,134 | -2.5% | 7,650 | -3.8% | 0.02% | -8.0% |
| Q1 2023 | $316,950 | +5.9% | 7,952 | +1.0% | 0.02% | 0.0% |
| Q4 2022 | $299,213 | -14.8% | 7,872 | -17.8% | 0.02% | -24.2% |
| Q3 2022 | $351,000 | -10.5% | 9,580 | -4.9% | 0.03% | -5.7% |
| Q2 2022 | $392,000 | -7.5% | 10,073 | +2.0% | 0.04% | +6.1% |
| Q1 2022 | $424,000 | +1.7% | 9,874 | +7.8% | 0.03% | +6.5% |
| Q4 2021 | $417,000 | -3.7% | 9,160 | -5.4% | 0.03% | -11.4% |
| Q3 2021 | $433,000 | +4.8% | 9,678 | +5.7% | 0.04% | +2.9% |
| Q2 2021 | $413,000 | +5.4% | 9,152 | +1.7% | 0.03% | 0.0% |
| Q1 2021 | $392,000 | +93.1% | 8,996 | +91.6% | 0.03% | +25.9% |
| Q4 2020 | $203,000 | – | 4,696 | – | 0.03% | – |
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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% |