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 | $13,937 | -3.7% | 358 | 0.0% | 0.02% | -13.6% |
| Q2 2023 | $14,467 | +1.4% | 358 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $14,270 | +4.9% | 358 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $13,608 | +4.7% | 358 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $13,000 | -7.1% | 358 | 0.0% | 0.02% | +4.3% |
| Q2 2022 | $14,000 | -6.7% | 358 | 0.0% | 0.02% | +9.5% |
| Q1 2022 | $15,000 | +66.7% | 358 | +88.4% | 0.02% | +90.9% |
| Q4 2021 | $9,000 | 0.0% | 190 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $9,000 | 0.0% | 190 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 190 | 0.0% | 0.01% | +9.1% |
| Q1 2021 | $8,000 | +100.0% | 190 | +106.5% | 0.01% | +83.3% |
| Q4 2020 | $4,000 | 0.0% | 92 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $4,000 | 0.0% | 92 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $4,000 | – | 92 | – | 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% |