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 | $31,144 | -3.7% | 800 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $32,328 | +1.4% | 800 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $31,888 | +4.9% | 800 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $30,408 | +1.4% | 800 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $30,000 | -3.2% | 800 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $31,000 | -8.8% | 800 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $34,000 | -5.6% | 800 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $36,000 | 0.0% | 800 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $36,000 | 0.0% | 800 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $36,000 | +2.9% | 800 | -95.9% | 0.01% | 0.0% |
| Q1 2021 | $35,000 | 0.0% | 19,676 | +2359.5% | 0.01% | -16.7% |
| Q4 2020 | $35,000 | +6.1% | 800 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $33,000 | -43.1% | 800 | -44.8% | 0.01% | -45.5% |
| Q2 2020 | $58,000 | +9.4% | 1,448 | +0.2% | 0.02% | -8.3% |
| Q1 2020 | $53,000 | -8.6% | 1,445 | 0.0% | 0.02% | -4.0% |
| Q4 2019 | $58,000 | – | 1,445 | – | 0.02% | – |
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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% |