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 | $432,824 | +4.0% | 11,118 | +8.0% | 0.06% | +1.8% |
| Q2 2023 | $416,189 | +22.2% | 10,299 | +20.6% | 0.06% | +10.0% |
| Q1 2023 | $340,514 | +11.7% | 8,543 | +6.5% | 0.05% | +6.4% |
| Q4 2022 | $304,839 | +36.1% | 8,020 | +30.9% | 0.05% | +9.3% |
| Q3 2022 | $224,000 | -0.4% | 6,125 | +6.2% | 0.04% | +2.4% |
| Q2 2022 | $225,000 | +7.7% | 5,766 | +18.6% | 0.04% | +10.5% |
| Q1 2022 | $209,000 | -22.3% | 4,860 | -17.8% | 0.04% | -25.5% |
| Q4 2021 | $269,000 | -57.7% | 5,916 | -58.4% | 0.05% | -63.8% |
| Q3 2021 | $636,000 | +207.2% | 14,226 | +209.2% | 0.14% | +156.4% |
| Q2 2021 | $207,000 | – | 4,601 | – | 0.06% | – |
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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% |