ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 212 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,182,524 | -17.3% | 56,062 | -14.1% | 0.10% | -18.5% |
| Q2 2023 | $2,638,121 | +41.9% | 65,283 | +40.0% | 0.12% | +30.8% |
| Q1 2023 | $1,858,671 | +9.6% | 46,630 | +4.5% | 0.09% | +1.1% |
| Q4 2022 | $1,695,740 | +375.0% | 44,613 | +356.7% | 0.09% | +328.6% |
| Q3 2022 | $357,000 | +67.6% | 9,769 | +78.2% | 0.02% | +61.5% |
| Q2 2022 | $213,000 | – | 5,481 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |