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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $425,000 | +553.8% | 9,901 | +597.3% | 0.20% | +560.0% |
| Q4 2021 | $65,000 | -78.5% | 1,420 | -79.0% | 0.03% | -80.8% |
| Q3 2021 | $303,000 | +910.0% | 6,773 | +924.7% | 0.16% | +940.0% |
| Q2 2021 | $30,000 | -81.5% | 661 | -82.2% | 0.02% | -83.0% |
| Q1 2021 | $162,000 | +189.3% | 3,722 | +185.9% | 0.09% | +183.9% |
| Q4 2020 | $56,000 | +460.0% | 1,302 | +461.2% | 0.03% | +416.7% |
| Q3 2020 | $10,000 | +11.1% | 232 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 231 | +2.7% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -38.5% | 225 | -32.6% | 0.01% | -50.0% |
| Q4 2019 | $13,000 | – | 334 | – | 0.01% | – |
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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% |