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 | $1,089,418 | +56.7% | 27,984 | +53.0% | 0.24% | +44.9% |
| Q2 2023 | $695,355 | 0.0% | 18,294 | 0.0% | 0.17% | -1.2% |
| Q1 2023 | $695,355 | 0.0% | 18,294 | 0.0% | 0.17% | +0.6% |
| Q4 2022 | $695,355 | +4246.0% | 18,294 | +4194.4% | 0.17% | +4100.0% |
| Q3 2022 | $16,000 | +1500.0% | 426 | +2266.7% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -50.0% | 18 | -56.1% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $2,000 | -60.0% | 41 | -62.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 108 | +2.9% | 0.00% | -50.0% |
| Q4 2020 | $5,000 | -76.2% | 105 | -79.5% | 0.00% | -50.0% |
| Q3 2020 | $21,000 | +31.2% | 513 | +25.7% | 0.00% | -33.3% |
| Q2 2020 | $16,000 | – | 408 | – | 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% |