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 | $215,821 | -8.7% | 5,544 | -6.1% | 0.06% | -4.9% |
| Q2 2023 | $236,338 | -8.1% | 5,906 | -8.7% | 0.06% | -12.9% |
| Q1 2023 | $257,034 | -4.6% | 6,466 | -5.0% | 0.07% | 0.0% |
| Q4 2022 | $269,440 | -5.1% | 6,806 | -12.4% | 0.07% | -1.4% |
| Q3 2022 | $284,000 | -19.5% | 7,773 | -11.7% | 0.07% | 0.0% |
| Q2 2022 | $353,000 | -19.2% | 8,799 | -13.5% | 0.07% | -1.4% |
| Q1 2022 | $437,000 | -11.5% | 10,175 | -8.9% | 0.07% | -7.7% |
| Q4 2021 | $494,000 | -28.0% | 11,173 | -27.1% | 0.08% | -29.1% |
| Q3 2021 | $686,000 | -10.9% | 15,327 | -10.3% | 0.11% | -12.0% |
| Q2 2021 | $770,000 | -12.1% | 17,086 | -15.1% | 0.12% | -18.3% |
| Q1 2021 | $876,000 | -30.0% | 20,126 | -30.6% | 0.15% | -34.9% |
| Q4 2020 | $1,252,000 | -15.0% | 29,001 | -19.2% | 0.24% | -26.1% |
| Q3 2020 | $1,473,000 | -70.0% | 35,890 | -70.8% | 0.32% | -74.5% |
| Q2 2020 | $4,903,000 | +0.5% | 122,980 | -7.5% | 1.25% | -19.5% |
| Q1 2020 | $4,879,000 | -8.8% | 132,928 | -0.3% | 1.55% | +8.8% |
| Q4 2019 | $5,350,000 | -4.4% | 133,313 | -6.4% | 1.43% | -13.9% |
| Q3 2019 | $5,597,000 | -0.2% | 142,457 | -0.9% | 1.66% | -4.6% |
| Q2 2019 | $5,608,000 | -0.4% | 143,721 | -2.8% | 1.74% | -6.4% |
| Q1 2019 | $5,629,000 | -1.1% | 147,889 | -7.2% | 1.85% | -53.3% |
| Q4 2018 | $5,689,000 | -20.1% | 159,436 | -15.3% | 3.97% | -0.4% |
| Q3 2018 | $7,123,000 | +18.8% | 188,183 | +17.9% | 3.98% | +2.2% |
| Q2 2018 | $5,998,000 | +26.1% | 159,571 | +26.8% | 3.90% | +13.2% |
| Q1 2018 | $4,755,000 | +10.4% | 125,885 | +11.2% | 3.44% | +86.7% |
| Q4 2017 | $4,307,000 | +6.5% | 113,241 | +6.3% | 1.84% | -52.9% |
| Q3 2017 | $4,044,000 | +36.4% | 106,510 | +33.9% | 3.91% | +139.0% |
| Q2 2017 | $2,964,000 | +48.7% | 79,530 | +45.0% | 1.64% | +41.6% |
| Q1 2017 | $1,993,000 | +36.4% | 54,840 | +32.2% | 1.16% | +17.8% |
| Q4 2016 | $1,461,000 | +97.7% | 41,474 | +102.6% | 0.98% | +71.8% |
| Q3 2016 | $739,000 | +10.3% | 20,473 | +7.9% | 0.57% | -0.2% |
| Q2 2016 | $670,000 | – | 18,974 | – | 0.57% | – |
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% |