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 | $2,526,474 | +1.5% | 64,898 | +5.4% | 0.11% | +0.9% |
| Q2 2023 | $2,489,254 | -17.9% | 61,600 | -19.0% | 0.11% | -31.0% |
| Q1 2023 | $3,031,366 | +56.7% | 76,050 | +49.4% | 0.16% | +47.7% |
| Q4 2022 | $1,934,593 | +0.7% | 50,897 | -3.1% | 0.11% | -20.7% |
| Q3 2022 | $1,922,000 | -10.9% | 52,504 | -5.2% | 0.14% | -31.5% |
| Q2 2022 | $2,157,000 | -12.8% | 55,376 | -3.9% | 0.20% | -5.7% |
| Q1 2022 | $2,475,000 | +3.3% | 57,600 | +4.9% | 0.21% | +1.0% |
| Q4 2021 | $2,396,000 | +8.1% | 54,928 | +13.2% | 0.21% | +9.5% |
| Q3 2021 | $2,217,000 | +12.2% | 48,542 | +12.0% | 0.19% | +3.8% |
| Q2 2021 | $1,976,000 | +5.4% | 43,332 | +2.8% | 0.18% | -1.6% |
| Q1 2021 | $1,874,000 | +14.5% | 42,171 | +13.5% | 0.18% | +7.6% |
| Q4 2020 | $1,637,000 | +18.0% | 37,165 | +8.3% | 0.17% | -7.0% |
| Q3 2020 | $1,387,000 | -0.9% | 34,310 | +1.2% | 0.18% | +2.2% |
| Q2 2020 | $1,400,000 | +17.6% | 33,903 | +4.7% | 0.18% | -10.0% |
| Q1 2020 | $1,190,000 | -9.6% | 32,386 | +0.2% | 0.20% | +16.2% |
| Q4 2019 | $1,317,000 | -12.7% | 32,316 | -15.8% | 0.17% | -20.3% |
| Q3 2019 | $1,509,000 | +0.5% | 38,396 | -0.2% | 0.22% | -3.1% |
| Q2 2019 | $1,501,000 | +6.6% | 38,464 | +4.0% | 0.22% | +2.8% |
| Q1 2019 | $1,408,000 | +14.4% | 36,999 | +7.2% | 0.22% | +1.4% |
| Q4 2018 | $1,231,000 | -20.7% | 34,514 | -15.8% | 0.22% | -6.1% |
| Q3 2018 | $1,553,000 | -17.6% | 40,998 | -18.4% | 0.23% | -21.8% |
| Q2 2018 | $1,885,000 | +6.3% | 50,225 | +6.9% | 0.29% | +2.1% |
| Q1 2018 | $1,774,000 | -5.1% | 46,978 | -4.4% | 0.29% | +7.5% |
| Q4 2017 | $1,869,000 | +25.9% | 49,127 | +25.7% | 0.27% | -17.1% |
| Q3 2017 | $1,484,000 | +15.6% | 39,076 | +13.4% | 0.32% | 0.0% |
| Q2 2017 | $1,284,000 | +9.2% | 34,459 | +6.6% | 0.32% | +3.9% |
| Q1 2017 | $1,176,000 | -7.7% | 32,340 | -10.6% | 0.31% | -34.5% |
| Q4 2016 | $1,274,000 | -12.7% | 36,163 | -10.6% | 0.47% | -22.5% |
| Q3 2016 | $1,460,000 | +27.0% | 40,448 | +24.2% | 0.61% | +16.9% |
| Q2 2016 | $1,150,000 | +111.8% | 32,569 | +108.7% | 0.52% | +57.2% |
| Q1 2016 | $543,000 | -16.6% | 15,603 | -18.4% | 0.33% | +17.3% |
| Q4 2015 | $651,000 | +4.7% | 19,130 | +4.1% | 0.28% | -34.0% |
| Q3 2015 | $622,000 | -3.9% | 18,384 | +0.2% | 0.43% | +7.8% |
| Q2 2015 | $647,000 | -17.8% | 18,341 | -16.9% | 0.40% | 0.0% |
| Q1 2015 | $787,000 | +34.5% | 22,070 | +32.7% | 0.40% | +35.4% |
| Q4 2014 | $585,000 | +9.3% | 16,636 | +8.5% | 0.29% | +1.7% |
| Q3 2014 | $535,000 | -3.8% | 15,330 | -1.6% | 0.29% | +25.1% |
| Q2 2014 | $556,000 | +19.1% | 15,576 | +16.0% | 0.23% | +9.5% |
| Q1 2014 | $467,000 | +13.1% | 13,423 | +11.6% | 0.21% | +45.5% |
| Q4 2013 | $413,000 | +98.6% | 12,029 | +92.8% | 0.14% | +36.8% |
| Q3 2013 | $208,000 | – | 6,239 | – | 0.11% | – |
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% |