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 | $13,922,092 | +13.3% | 357,600 | +17.6% | 0.02% | -4.5% |
| Q2 2023 | $12,282,454 | -20.3% | 304,118 | -21.3% | 0.02% | -24.1% |
| Q1 2023 | $15,405,910 | +2.2% | 386,514 | -2.6% | 0.03% | -6.5% |
| Q4 2022 | $15,079,127 | +30.5% | 396,663 | +25.7% | 0.03% | +19.2% |
| Q3 2022 | $11,557,000 | -18.7% | 315,650 | -13.4% | 0.03% | -16.1% |
| Q2 2022 | $14,207,000 | -11.3% | 364,558 | -5.5% | 0.03% | 0.0% |
| Q1 2022 | $16,009,000 | -10.1% | 385,765 | -1.5% | 0.03% | -8.8% |
| Q4 2021 | $17,806,000 | +5.0% | 391,575 | +3.3% | 0.03% | -2.9% |
| Q3 2021 | $16,957,000 | +0.9% | 378,963 | +1.6% | 0.04% | -2.8% |
| Q2 2021 | $16,799,000 | +9.2% | 372,869 | +5.6% | 0.04% | -2.7% |
| Q1 2021 | $15,380,000 | -2.2% | 353,029 | -3.0% | 0.04% | -11.9% |
| Q4 2020 | $15,719,000 | +41.7% | 363,820 | +34.6% | 0.04% | +27.3% |
| Q3 2020 | $11,093,000 | +21.8% | 270,265 | +18.3% | 0.03% | +6.5% |
| Q2 2020 | $9,110,000 | +33.1% | 228,487 | +22.8% | 0.03% | +10.7% |
| Q1 2020 | $6,842,000 | – | 186,073 | – | 0.03% | – |
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% |