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 | $570,917 | -9.1% | 14,665 | -5.6% | 0.09% | -4.4% |
| Q2 2023 | $627,979 | +67.7% | 15,540 | +65.4% | 0.09% | +56.9% |
| Q1 2023 | $374,387 | +4.7% | 9,393 | -0.2% | 0.06% | 0.0% |
| Q4 2022 | $357,643 | -46.1% | 9,409 | -48.0% | 0.06% | -52.5% |
| Q3 2022 | $663,000 | -17.8% | 18,105 | -12.6% | 0.12% | -1.6% |
| Q2 2022 | $807,000 | -13.2% | 20,715 | -4.3% | 0.12% | -1.6% |
| Q1 2022 | $930,000 | -0.5% | 21,651 | +5.3% | 0.13% | +3.3% |
| Q4 2021 | $935,000 | – | 20,567 | – | 0.12% | – |
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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% |