ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 216 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,020,757 | +312.9% | 23,733 | +310.7% | 0.01% | +250.0% |
| Q1 2024 | $247,246 | -37.0% | 5,779 | -39.1% | 0.00% | -50.0% |
| Q4 2023 | $392,308 | +15815.1% | 9,491 | +15459.0% | 0.00% | – |
| Q2 2023 | $2,465 | -79.1% | 61 | -80.4% | 0.00% | – |
| Q4 2022 | $11,821 | -96.7% | 311 | -96.8% | 0.00% | -100.0% |
| Q3 2022 | $353,000 | -36.7% | 9,636 | -32.7% | 0.01% | -33.3% |
| Q2 2022 | $558,000 | -37.0% | 14,311 | -30.7% | 0.01% | -35.7% |
| Q1 2022 | $886,000 | +6.6% | 20,639 | +12.9% | 0.01% | +7.7% |
| Q4 2021 | $831,000 | – | 18,273 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESTON WEALTH MANAGEMENT LLC | 136,685 | $5,239,000 | 4.20% |
| Planning Solutions Group LLC | 176,245 | $6,708,000 | 3.59% |
| SlateStone Wealth, LLC | 278,545 | $10,601,000 | 3.26% |
| PATTON ALBERTSON MILLER GROUP, LLC | 156,228 | $5,946,000 | 3.01% |
| TIEDEMANN ADVISORS, LLC | 1,618,523 | $61,589,000 | 2.90% |
| Madrona Financial Services, LLC | 67,217 | $2,558,000 | 2.80% |
| Weaver Consulting Group | 176,293 | $6,786,000 | 1.91% |
| Darwin Wealth Management, LLC | 147,889 | $5,629,000 | 1.85% |
| Madden Advisory Services, Inc. | 73,676 | $2,804,000 | 1.50% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 91,270 | $3,474,000 | 1.08% |