ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 1,379,666 | $49,185,000 | 10.23% |
| Well Done, LLC | 59,746 | $9,358,000 | 3.37% |
| Madrona Financial Services, LLC | 61,467 | $2,218,000 | 2.36% |
| Tiedemann Wealth Management Holdings, LLC | 21,781 | $786,000 | 1.95% |
| Madden Advisory Services, Inc. | 73,718 | $2,660,000 | 1.63% |
| PATTON ALBERTSON MILLER GROUP, LLC | 39,976 | $1,443,000 | 0.64% |
| Waverly Advisors, LLC | 40,448 | $1,460,000 | 0.61% |
| Darwin Wealth Management, LLC | 20,473 | $739,000 | 0.57% |
| Boston Standard Wealth Management, LLC | 19,332 | $698,000,000 | 0.56% |
| M Holdings Securities, Inc. | 31,991 | $1,155,000 | 0.53% |