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 | $692 | +32.8% | 17,792 | +37.8% | 0.18% | +36.6% |
| Q2 2023 | $521 | +1.6% | 12,910 | +0.2% | 0.13% | -6.4% |
| Q1 2023 | $513 | +10.3% | 12,889 | +5.1% | 0.14% | +2.2% |
| Q4 2022 | $465 | -99.9% | 12,259 | -23.1% | 0.14% | -25.9% |
| Q3 2022 | $583,000 | -5.2% | 15,949 | +0.9% | 0.18% | -2.1% |
| Q2 2022 | $615,000 | +4.4% | 15,801 | +15.3% | 0.19% | +13.2% |
| Q1 2022 | $589,000 | +13.9% | 13,707 | +20.4% | 0.17% | +16.8% |
| Q4 2021 | $517,000 | – | 11,388 | – | 0.14% | – |
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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% |