ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 227 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $639,932 | -9.1% | 16,438 | -5.6% | 0.04% | -4.8% |
| Q2 2023 | $703,660 | +1.1% | 17,413 | -0.2% | 0.04% | -10.6% |
| Q1 2023 | $695,797 | +9.2% | 17,456 | +4.1% | 0.05% | 0.0% |
| Q4 2022 | $637,124 | +2.3% | 16,762 | -1.5% | 0.05% | +2.2% |
| Q3 2022 | $623,000 | -8.2% | 17,016 | -2.4% | 0.05% | -6.1% |
| Q2 2022 | $679,000 | -12.0% | 17,429 | -3.0% | 0.05% | +11.4% |
| Q1 2022 | $772,000 | -12.8% | 17,964 | -7.7% | 0.04% | -12.0% |
| Q4 2021 | $885,000 | +2.0% | 19,456 | +0.3% | 0.05% | -12.3% |
| Q3 2021 | $868,000 | -0.3% | 19,401 | +0.4% | 0.06% | -6.6% |
| Q2 2021 | $871,000 | -1.4% | 19,332 | -4.6% | 0.06% | -12.9% |
| Q1 2021 | $883,000 | -5.2% | 20,272 | -5.9% | 0.07% | -17.6% |
| Q4 2020 | $931,000 | +5.6% | 21,552 | +0.3% | 0.08% | -10.5% |
| Q3 2020 | $882,000 | +2.8% | 21,493 | -0.1% | 0.10% | -12.0% |
| Q2 2020 | $858,000 | – | 21,514 | – | 0.11% | – |
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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% |