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 2021 | $37,000 | -5.1% | 821 | -6.0% | 0.01% | -13.3% |
| Q2 2021 | $39,000 | +39.3% | 873 | +32.9% | 0.02% | +7.1% |
| Q1 2021 | $28,000 | 0.0% | 657 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $28,000 | +16.7% | 657 | +12.1% | 0.01% | 0.0% |
| Q3 2020 | $24,000 | 0.0% | 586 | -2.7% | 0.01% | -17.6% |
| Q2 2020 | $24,000 | +4.3% | 602 | -1.6% | 0.02% | -15.0% |
| Q1 2020 | $23,000 | +27.8% | 612 | +36.0% | 0.02% | +42.9% |
| Q4 2019 | $18,000 | +5.9% | 450 | +5.9% | 0.01% | -12.5% |
| Q3 2019 | $17,000 | -54.1% | 425 | -54.6% | 0.02% | -50.0% |
| Q2 2019 | $37,000 | – | 936 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 162,262 | $6,972,000 | 4.21% |
| Weaver Consulting Group | 178,010 | $7,649,000 | 3.71% |
| TIEDEMANN ADVISORS, LLC | 1,530,555 | $65,766,000 | 3.34% |
| Investment Advisory Group, LLC | 108,788 | $4,677,000 | 2.84% |
| Weitzel Financial Services, Inc. | 82,420 | $3,541,587,000 | 2.26% |
| Beacon Financial Advisory LLC | 83,204 | $3,575,000 | 1.71% |
| Sweet Financial Partners, LLC | 131,235 | $5,639,000 | 1.51% |
| RESTON WEALTH MANAGEMENT LLC | 52,372 | $2,250,000 | 1.15% |
| Fort Henry Capital, LLC | 26,960 | $1,158,000 | 1.00% |
| WIN ADVISORS, INC | 68,996 | $2,965,000 | 0.78% |