ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 229 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $387,057 | -22.4% | 8,999 | -22.8% | 0.18% | -21.5% |
| Q1 2024 | $498,473 | +17.0% | 11,652 | +6.5% | 0.23% | +8.6% |
| Q4 2023 | $425,893 | 0.0% | 10,940 | 0.0% | 0.21% | 0.0% |
| 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 | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |