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 | $706,227 | +1.3% | 18,141 | +5.1% | 0.02% | -7.4% |
| Q2 2023 | $697,227 | +2.3% | 17,254 | +0.9% | 0.03% | -6.9% |
| Q1 2023 | $681,297 | +232.4% | 17,092 | +217.0% | 0.03% | +222.2% |
| Q4 2022 | $204,959 | -8.1% | 5,392 | -11.5% | 0.01% | -18.2% |
| Q3 2022 | $223,000 | -8.2% | 6,096 | -2.3% | 0.01% | -8.3% |
| Q2 2022 | $243,000 | -9.7% | 6,239 | +5.5% | 0.01% | +9.1% |
| Q4 2021 | $269,000 | +1.1% | 5,916 | -0.5% | 0.01% | -15.4% |
| Q3 2021 | $266,000 | -2.6% | 5,948 | -1.6% | 0.01% | 0.0% |
| Q2 2021 | $273,000 | +12.3% | 6,047 | +8.9% | 0.01% | -7.1% |
| Q1 2021 | $243,000 | -31.2% | 5,553 | -32.1% | 0.01% | -46.2% |
| Q4 2020 | $353,000 | – | 8,182 | – | 0.03% | – |
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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% |