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 | $378,971 | +0.8% | 9,735 | +4.6% | 0.03% | +3.3% |
| Q2 2023 | $376,105 | -14.1% | 9,307 | -15.2% | 0.03% | -18.9% |
| Q1 2023 | $437,710 | +111560.7% | 10,981 | +6.4% | 0.04% | +2.8% |
| Q4 2022 | $392 | -99.9% | 10,319 | -17.5% | 0.04% | -25.0% |
| Q3 2022 | $458,000 | -2.3% | 12,505 | +3.9% | 0.05% | +14.3% |
| Q2 2022 | $469,000 | -7.5% | 12,030 | +1.9% | 0.04% | +2.4% |
| Q1 2022 | $507,000 | -3.6% | 11,804 | +2.1% | 0.04% | -4.7% |
| Q4 2021 | $526,000 | +2.3% | 11,564 | +0.7% | 0.04% | -18.9% |
| Q3 2021 | $514,000 | +4.3% | 11,483 | +4.9% | 0.05% | +6.0% |
| Q2 2021 | $493,000 | -33.5% | 10,951 | -35.7% | 0.05% | -35.9% |
| Q1 2021 | $741,000 | +6.5% | 17,023 | +5.7% | 0.08% | 0.0% |
| Q4 2020 | $696,000 | +4.2% | 16,100 | -1.1% | 0.08% | -17.0% |
| Q3 2020 | $668,000 | +3.7% | 16,284 | +0.8% | 0.09% | -4.1% |
| Q2 2020 | $644,000 | +3.7% | 16,156 | -4.4% | 0.10% | -16.2% |
| Q1 2020 | $621,000 | +1.3% | 16,903 | +10.5% | 0.12% | +6.4% |
| Q4 2019 | $613,000 | – | 15,295 | – | 0.11% | – |
Download | ||||||
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% |