ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,307 | +40.6% | 162 | +45.9% | 0.00% | – |
| Q2 2023 | $4,486 | +11.4% | 111 | +9.9% | 0.00% | – |
| Q1 2023 | $4,026 | +51.3% | 101 | +44.3% | 0.00% | – |
| Q4 2022 | $2,661 | +166.1% | 70 | +141.4% | 0.00% | – |
| Q3 2022 | $1,000 | -90.9% | 29 | -91.1% | 0.00% | -100.0% |
| Q2 2016 | $11,000 | -97.8% | 325 | -97.7% | 0.00% | -97.9% |
| Q1 2016 | $498,000 | +2.7% | 14,320 | +0.5% | 0.14% | +5.1% |
| Q4 2015 | $485,000 | +7.1% | 14,254 | +6.6% | 0.14% | +1.5% |
| Q3 2015 | $453,000 | -14.8% | 13,369 | -11.4% | 0.13% | -15.2% |
| Q2 2015 | $532,000 | -17.8% | 15,084 | -16.9% | 0.16% | -20.6% |
| Q1 2015 | $647,000 | -15.9% | 18,159 | -17.0% | 0.20% | -23.2% |
| Q4 2014 | $769,000 | -14.3% | 21,869 | -14.9% | 0.26% | -18.8% |
| Q3 2014 | $897,000 | -5.5% | 25,701 | -3.2% | 0.32% | -6.2% |
| Q2 2014 | $949,000 | -6.3% | 26,560 | -8.7% | 0.34% | -16.7% |
| Q1 2014 | $1,013,000 | -17.9% | 29,080 | -19.2% | 0.41% | -31.7% |
| Q4 2013 | $1,234,000 | +3.8% | 35,975 | +0.9% | 0.60% | +4.6% |
| Q3 2013 | $1,189,000 | +24.0% | 35,665 | +20.4% | 0.57% | +20.5% |
| Q2 2013 | $959,000 | – | 29,620 | – | 0.47% | – |
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% |