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 | $425,893 | -4.7% | 10,940 | -1.1% | 0.21% | -0.5% |
| Q2 2023 | $446,838 | +28.4% | 11,058 | +26.7% | 0.21% | +23.4% |
| Q1 2023 | $347,910 | +33.3% | 8,728 | +27.1% | 0.17% | +25.7% |
| Q4 2022 | $260,947 | -37.0% | 6,865 | -39.4% | 0.14% | -36.4% |
| Q3 2022 | $414,000 | -5.7% | 11,321 | +0.5% | 0.21% | -1.4% |
| Q2 2022 | $439,000 | -6.0% | 11,261 | +3.6% | 0.22% | +2.4% |
| Q1 2022 | $467,000 | -5.5% | 10,866 | -0.1% | 0.21% | -1.9% |
| Q4 2021 | $494,000 | +63.6% | 10,872 | +60.8% | 0.22% | +58.8% |
| Q3 2021 | $302,000 | +4.1% | 6,760 | +5.0% | 0.14% | +3.8% |
| Q2 2021 | $290,000 | – | 6,441 | – | 0.13% | – |
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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% |