ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 248 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $508,767 | +1.0% | 11,829 | +0.4% | 0.07% | 0.0% |
| Q1 2024 | $503,860 | +2.9% | 11,778 | -0.2% | 0.07% | -1.4% |
| Q4 2023 | $489,801 | -14.2% | 11,800 | -19.5% | 0.07% | -20.7% |
| 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 ↓ |
|---|---|---|---|
| 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% |