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 | $11,990 | -62.5% | 308 | -61.1% | 0.00% | -100.0% |
| Q2 2023 | $32,004 | -4.0% | 792 | -5.4% | 0.00% | 0.0% |
| Q1 2023 | $33,347 | +4.2% | 837 | -0.6% | 0.00% | 0.0% |
| Q4 2022 | $32,004 | +6.7% | 842 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $30,000 | -38.8% | 836 | -33.2% | 0.00% | 0.0% |
| Q2 2022 | $49,000 | -16.9% | 1,251 | -9.7% | 0.00% | 0.0% |
| Q1 2022 | $59,000 | -91.5% | 1,385 | -90.9% | 0.00% | -95.2% |
| Q4 2021 | $693,000 | +355.9% | 15,232 | +348.0% | 0.02% | +425.0% |
| Q3 2021 | $152,000 | +6.3% | 3,400 | +7.3% | 0.00% | 0.0% |
| Q2 2021 | $143,000 | +3.6% | 3,170 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $138,000 | – | 3,170 | – | 0.01% | – |
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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% |