ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 filers reported holding ISHARES TR in Q1 2023. 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 | 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% |