ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 216 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $203,953 | -25.3% | 4,742 | -25.7% | 0.05% | -29.9% |
| Q1 2024 | $273,065 | -1.6% | 6,383 | -4.6% | 0.07% | -18.3% |
| Q4 2023 | $277,619 | -34.5% | 6,688 | -38.6% | 0.08% | -43.1% |
| Q3 2023 | $423,909 | -7.1% | 10,889 | -3.6% | 0.14% | +1.4% |
| Q2 2023 | $456,431 | +5.3% | 11,295 | +3.8% | 0.14% | +1.4% |
| Q1 2023 | $433,557 | +4.5% | 10,877 | -0.4% | 0.14% | -4.8% |
| Q4 2022 | $415,069 | +17.6% | 10,920 | +13.4% | 0.15% | +11.4% |
| Q3 2022 | $353,000 | +43.5% | 9,631 | +52.5% | 0.13% | +41.9% |
| Q2 2022 | $246,000 | +7.0% | 6,316 | +17.9% | 0.09% | +24.0% |
| Q1 2022 | $230,000 | -11.5% | 5,359 | -6.3% | 0.08% | -1.3% |
| Q4 2021 | $260,000 | -10.7% | 5,721 | -12.1% | 0.08% | -30.9% |
| Q3 2021 | $291,000 | -1.0% | 6,506 | -0.3% | 0.11% | -12.0% |
| Q2 2021 | $294,000 | +11.4% | 6,523 | +7.7% | 0.12% | +2.5% |
| Q1 2021 | $264,000 | -0.8% | 6,057 | -1.6% | 0.12% | -26.9% |
| Q4 2020 | $266,000 | -16.4% | 6,158 | -20.5% | 0.17% | -32.7% |
| Q3 2020 | $318,000 | – | 7,745 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESTON WEALTH MANAGEMENT LLC | 136,685 | $5,239,000 | 4.20% |
| Planning Solutions Group LLC | 176,245 | $6,708,000 | 3.59% |
| SlateStone Wealth, LLC | 278,545 | $10,601,000 | 3.26% |
| PATTON ALBERTSON MILLER GROUP, LLC | 156,228 | $5,946,000 | 3.01% |
| TIEDEMANN ADVISORS, LLC | 1,618,523 | $61,589,000 | 2.90% |
| Madrona Financial Services, LLC | 67,217 | $2,558,000 | 2.80% |
| Weaver Consulting Group | 176,293 | $6,786,000 | 1.91% |
| Darwin Wealth Management, LLC | 147,889 | $5,629,000 | 1.85% |
| Madden Advisory Services, Inc. | 73,676 | $2,804,000 | 1.50% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 91,270 | $3,474,000 | 1.08% |