ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 212 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,134 | -16.1% | 5,904 | -12.6% | 0.03% | -16.2% |
| Q2 2023 | $272,970 | +148.2% | 6,755 | +166.3% | 0.04% | +270.0% |
| Q1 2021 | $110,000 | 0.0% | 2,537 | 0.0% | 0.01% | -50.0% |
| Q4 2020 | $110,000 | -50.7% | 2,537 | -53.4% | 0.02% | -63.6% |
| Q3 2020 | $223,000 | +2.8% | 5,442 | +0.2% | 0.06% | +5.8% |
| Q2 2020 | $217,000 | – | 5,432 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |