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 | $498 | -3.7% | 12,802 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $517 | +37.5% | 12,786 | +35.6% | 0.00% | 0.0% |
| Q1 2023 | $376 | -50.5% | 9,430 | -52.8% | 0.00% | -50.0% |
| Q4 2022 | $759 | -99.7% | 19,976 | +143.5% | 0.01% | +200.0% |
| Q3 2022 | $300,000 | -78.1% | 8,203 | -76.6% | 0.00% | -81.8% |
| Q2 2022 | $1,367,000 | +708.9% | 35,084 | +790.7% | 0.01% | +1000.0% |
| Q1 2022 | $169,000 | +1.8% | 3,939 | +8.1% | 0.00% | 0.0% |
| Q4 2021 | $166,000 | +64.4% | 3,643 | +62.8% | 0.00% | 0.0% |
| Q2 2021 | $101,000 | 0.0% | 2,238 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $101,000 | 0.0% | 2,238 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $101,000 | 0.0% | 2,238 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $101,000 | 0.0% | 2,238 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $101,000 | 0.0% | 2,238 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $101,000 | 0.0% | 2,238 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $101,000 | 0.0% | 2,238 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $101,000 | 0.0% | 2,238 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $101,000 | 0.0% | 2,238 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $101,000 | +40.3% | 2,238 | +10.9% | 0.00% | -50.0% |
| Q4 2018 | $72,000 | +46.9% | 2,018 | +57.0% | 0.00% | +100.0% |
| Q3 2018 | $49,000 | +14.0% | 1,285 | +12.7% | 0.00% | 0.0% |
| Q2 2018 | $43,000 | 0.0% | 1,140 | 0.0% | 0.00% | -50.0% |
| Q1 2018 | $43,000 | 0.0% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $43,000 | 0.0% | 1,140 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $43,000 | +22.9% | 1,140 | +21.3% | 0.00% | 0.0% |
| Q2 2017 | $35,000 | +2.9% | 940 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $34,000 | +3.0% | 940 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $33,000 | -2.9% | 940 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $34,000 | +3.0% | 940 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $33,000 | -23.3% | 940 | -23.6% | 0.00% | -50.0% |
| Q1 2016 | $43,000 | +2.4% | 1,230 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $42,000 | -32.3% | 1,230 | -33.1% | 0.00% | -33.3% |
| Q3 2015 | $62,000 | – | 1,838 | – | 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% |