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 2023 | $212,021 | -22.8% | 5,446 | -19.9% | 0.00% | 0.0% |
| Q2 2023 | $274,785 | -5.5% | 6,800 | -6.7% | 0.00% | 0.0% |
| Q1 2023 | $290,644 | -7.8% | 7,292 | -12.1% | 0.00% | -50.0% |
| Q4 2022 | $315,319 | +28.2% | 8,296 | +23.4% | 0.00% | +100.0% |
| Q3 2022 | $246,000 | +15.0% | 6,721 | +22.4% | 0.00% | 0.0% |
| Q2 2022 | $214,000 | -13.4% | 5,490 | -4.3% | 0.00% | -50.0% |
| Q1 2022 | $247,000 | -18.2% | 5,738 | -13.6% | 0.00% | 0.0% |
| Q4 2021 | $302,000 | -17.7% | 6,645 | -19.0% | 0.00% | -33.3% |
| Q3 2021 | $367,000 | +1.7% | 8,201 | +2.2% | 0.00% | 0.0% |
| Q2 2021 | $361,000 | +3.1% | 8,024 | -0.1% | 0.00% | -25.0% |
| Q1 2021 | $350,000 | -34.9% | 8,036 | -35.4% | 0.00% | -42.9% |
| Q4 2020 | $538,000 | +4.1% | 12,448 | -0.9% | 0.01% | -22.2% |
| Q3 2020 | $517,000 | -20.2% | 12,557 | -22.5% | 0.01% | -18.2% |
| Q2 2020 | $648,000 | +34.2% | 16,207 | +21.2% | 0.01% | 0.0% |
| Q1 2020 | $483,000 | -69.5% | 13,377 | -66.0% | 0.01% | -56.0% |
| Q4 2019 | $1,584,000 | -4.6% | 39,330 | -6.9% | 0.02% | -56.9% |
| Q3 2019 | $1,660,000 | +72.4% | 42,259 | +71.3% | 0.06% | +61.1% |
| Q2 2019 | $963,000 | -7.8% | 24,670 | -10.1% | 0.04% | -14.3% |
| Q1 2019 | $1,044,000 | +289.6% | 27,428 | +267.7% | 0.04% | +200.0% |
| Q4 2018 | $268,000 | – | 7,460 | – | 0.01% | – |
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% |