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 | $4,363,207 | -3.0% | 114,580 | +1.2% | 0.10% | +5.5% |
| Q2 2023 | $4,498,044 | +2.9% | 113,215 | +2.9% | 0.09% | +7.1% |
| Q1 2023 | $4,371,757 | -1.9% | 109,981 | -3.9% | 0.08% | -5.6% |
| Q4 2022 | $4,456,676 | +10.6% | 114,479 | +3.2% | 0.09% | -3.2% |
| Q3 2022 | $4,028,000 | -27.8% | 110,965 | -22.7% | 0.09% | -24.4% |
| Q2 2022 | $5,579,000 | -25.3% | 143,496 | -19.6% | 0.12% | -15.8% |
| Q1 2022 | $7,471,000 | +24.5% | 178,559 | +33.5% | 0.15% | +41.7% |
| Q4 2021 | $6,003,000 | +18.2% | 133,781 | +17.9% | 0.10% | +13.2% |
| Q3 2021 | $5,078,000 | -16.7% | 113,453 | -16.1% | 0.09% | -16.5% |
| Q2 2021 | $6,095,000 | +4.6% | 135,152 | +1.0% | 0.11% | -51.1% |
| Q1 2021 | $5,827,000 | -54.7% | 133,799 | -55.1% | 0.22% | -56.4% |
| Q4 2020 | $12,871,000 | +127.1% | 297,932 | +115.8% | 0.51% | +95.0% |
| Q3 2020 | $5,667,000 | +0.2% | 138,053 | -2.6% | 0.26% | -25.6% |
| Q2 2020 | $5,653,000 | +122.4% | 141,796 | +105.0% | 0.35% | +141.1% |
| Q1 2020 | $2,542,000 | -26.1% | 69,178 | -19.3% | 0.15% | -16.6% |
| Q4 2019 | $3,442,000 | -2.6% | 85,766 | -4.6% | 0.18% | -8.9% |
| Q3 2019 | $3,533,000 | -1.5% | 89,921 | -2.2% | 0.19% | -7.2% |
| Q2 2019 | $3,587,000 | +3.5% | 91,926 | +1.0% | 0.21% | -8.0% |
| Q1 2019 | $3,465,000 | -2.9% | 91,053 | -9.0% | 0.22% | -17.0% |
| Q4 2018 | $3,569,000 | -24.2% | 100,022 | -19.5% | 0.27% | -24.3% |
| Q3 2018 | $4,710,000 | +2.4% | 124,311 | +1.4% | 0.36% | -10.7% |
| Q2 2018 | $4,600,000 | +37.6% | 122,559 | +38.4% | 0.40% | +32.3% |
| Q1 2018 | $3,344,000 | -41.9% | 88,538 | -41.5% | 0.30% | -41.4% |
| Q4 2017 | $5,756,000 | +116.3% | 151,307 | +115.9% | 0.52% | +114.5% |
| Q3 2017 | $2,661,000 | +6.3% | 70,080 | +4.3% | 0.24% | +0.8% |
| Q2 2017 | $2,504,000 | +15.4% | 67,180 | +12.6% | 0.24% | +9.1% |
| Q1 2017 | $2,169,000 | +68.8% | 59,663 | +63.6% | 0.22% | +55.3% |
| Q4 2016 | $1,285,000 | +19.0% | 36,466 | +21.9% | 0.14% | +18.5% |
| Q3 2016 | $1,080,000 | +105.3% | 29,907 | +100.8% | 0.12% | +72.5% |
| Q2 2016 | $526,000 | +89.2% | 14,894 | +86.1% | 0.07% | +64.3% |
| Q1 2016 | $278,000 | – | 8,002 | – | 0.04% | – |
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% |