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 2022 | $256,000 | -6.2% | 7,001 | +0.1% | 0.16% | -1.2% |
| Q2 2022 | $273,000 | -31.1% | 6,997 | -25.2% | 0.16% | -17.5% |
| Q1 2022 | $396,000 | -83.4% | 9,360 | -82.2% | 0.19% | -80.8% |
| Q4 2021 | $2,390,000 | -0.9% | 52,555 | -2.5% | 1.01% | -11.7% |
| Q3 2021 | $2,411,000 | +4.6% | 53,889 | +5.3% | 1.14% | -3.4% |
| Q2 2021 | $2,306,000 | +8.1% | 51,190 | +4.5% | 1.18% | +8.1% |
| Q1 2021 | $2,134,000 | +12.4% | 48,997 | +11.5% | 1.10% | +3.3% |
| Q4 2020 | $1,899,000 | +8.4% | 43,947 | +3.0% | 1.06% | -3.6% |
| Q3 2020 | $1,752,000 | +15.5% | 42,674 | +12.2% | 1.10% | +5.0% |
| Q2 2020 | $1,517,000 | +11.0% | 38,041 | +2.3% | 1.05% | -7.7% |
| Q1 2020 | $1,367,000 | -12.0% | 37,198 | -3.9% | 1.14% | +0.6% |
| Q4 2019 | $1,553,000 | -0.9% | 38,698 | -3.0% | 1.13% | -2.0% |
| Q3 2019 | $1,567,000 | -2.4% | 39,884 | -3.1% | 1.15% | -22.8% |
| Q2 2019 | $1,606,000 | -37.2% | 41,169 | -38.8% | 1.49% | -46.8% |
| Q1 2019 | $2,558,000 | +7.3% | 67,217 | +0.7% | 2.80% | +33.2% |
| Q4 2018 | $2,383,000 | -13.9% | 66,779 | -8.6% | 2.10% | +0.1% |
| Q3 2018 | $2,767,000 | -3.6% | 73,028 | -4.5% | 2.10% | -9.0% |
| Q2 2018 | $2,871,000 | -6.8% | 76,489 | -6.2% | 2.31% | -5.9% |
| Q1 2018 | $3,081,000 | -2.6% | 81,584 | -1.9% | 2.45% | -8.2% |
| Q4 2017 | $3,164,000 | -1.2% | 83,165 | -1.4% | 2.67% | -9.2% |
| Q3 2017 | $3,203,000 | +0.9% | 84,360 | -0.9% | 2.94% | -8.5% |
| Q2 2017 | $3,173,000 | +1.6% | 85,133 | -1.0% | 3.22% | -3.7% |
| Q1 2017 | $3,124,000 | +52.5% | 85,950 | +47.8% | 3.34% | +47.7% |
| Q4 2016 | $2,049,000 | -7.6% | 58,152 | -5.4% | 2.26% | -4.1% |
| Q3 2016 | $2,218,000 | -11.6% | 61,467 | -13.5% | 2.36% | -11.5% |
| Q2 2016 | $2,508,000 | -3.6% | 71,058 | -5.0% | 2.66% | -0.9% |
| Q1 2016 | $2,602,000 | +274.4% | 74,784 | +266.4% | 2.69% | +285.9% |
| Q4 2015 | $695,000 | -0.7% | 20,411 | -1.3% | 0.70% | -7.8% |
| Q3 2015 | $700,000 | -7.2% | 20,672 | -3.3% | 0.76% | -1.9% |
| Q2 2015 | $754,000 | -9.0% | 21,382 | -8.0% | 0.77% | -7.4% |
| Q1 2015 | $829,000 | +5.7% | 23,253 | +4.3% | 0.83% | +0.1% |
| Q4 2014 | $784,000 | – | 22,298 | – | 0.83% | – |
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% |