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 | $308,910 | -3.7% | 7,935 | 0.0% | 0.07% | +2.9% |
| Q2 2023 | $320,653 | +1.4% | 7,935 | 0.0% | 0.07% | -4.2% |
| Q1 2023 | $316,289 | +0.4% | 7,935 | -4.3% | 0.07% | +7.5% |
| Q4 2022 | $315,065 | +8.3% | 8,289 | +4.5% | 0.07% | -13.0% |
| Q3 2022 | $291,000 | -5.5% | 7,935 | 0.0% | 0.08% | +1.3% |
| Q2 2022 | $308,000 | -9.7% | 7,935 | 0.0% | 0.08% | +5.6% |
| Q1 2022 | $341,000 | -5.5% | 7,935 | 0.0% | 0.07% | -4.0% |
| Q4 2021 | $361,000 | +1.7% | 7,935 | 0.0% | 0.08% | -9.6% |
| Q3 2021 | $355,000 | -0.6% | 7,935 | 0.0% | 0.08% | +1.2% |
| Q2 2021 | $357,000 | +3.2% | 7,935 | 0.0% | 0.08% | -4.7% |
| Q1 2021 | $346,000 | +0.9% | 7,935 | 0.0% | 0.09% | -12.2% |
| Q4 2020 | $343,000 | +5.2% | 7,935 | 0.0% | 0.10% | -10.9% |
| Q3 2020 | $326,000 | +3.2% | 7,935 | 0.0% | 0.11% | -9.1% |
| Q2 2020 | $316,000 | +8.2% | 7,935 | 0.0% | 0.12% | -22.4% |
| Q1 2020 | $292,000 | -8.2% | 7,935 | 0.0% | 0.16% | +16.4% |
| Q4 2019 | $318,000 | +1.9% | 7,935 | 0.0% | 0.13% | -4.3% |
| Q3 2019 | $312,000 | -16.1% | 7,935 | -16.8% | 0.14% | -17.6% |
| Q2 2019 | $372,000 | -49.1% | 9,541 | -50.3% | 0.17% | -50.3% |
| Q1 2019 | $731,000 | +3.8% | 19,201 | -2.7% | 0.34% | +10.3% |
| Q4 2018 | $704,000 | +119.3% | 19,739 | +133.0% | 0.31% | +118.3% |
| Q3 2018 | $321,000 | +0.9% | 8,473 | 0.0% | 0.14% | +6.8% |
| Q2 2018 | $318,000 | – | 8,473 | – | 0.13% | – |
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% |