ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 131 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,606 | -23.7% | 9,340 | -20.8% | 0.00% | 0.0% |
| Q2 2023 | $476,557 | +1.5% | 11,793 | +0.1% | 0.00% | -40.0% |
| Q1 2023 | $469,432 | +72.0% | 11,777 | +64.0% | 0.01% | -72.2% |
| Q1 2019 | $273,000 | -0.7% | 7,181 | -1.1% | 0.02% | -33.3% |
| Q3 2018 | $275,000 | -30.6% | 7,263 | -31.3% | 0.03% | -41.3% |
| Q2 2018 | $396,000 | -2.0% | 10,571 | -1.3% | 0.05% | -16.4% |
| Q1 2018 | $404,000 | +7.7% | 10,705 | +8.3% | 0.06% | +3.8% |
| Q4 2017 | $375,000 | -0.5% | 9,882 | 0.0% | 0.05% | -11.7% |
| Q3 2017 | $377,000 | -30.8% | 9,882 | -32.4% | 0.06% | -46.9% |
| Q2 2017 | $545,000 | – | 14,618 | – | 0.11% | – |
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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% |