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 | $39,611 | -3.4% | 1,017 | +0.2% | 0.03% | 0.0% |
| Q2 2023 | $40,999 | +1.6% | 1,015 | +0.2% | 0.03% | -3.0% |
| Q1 2023 | $40,366 | +5.1% | 1,013 | +0.2% | 0.03% | 0.0% |
| Q4 2022 | $38,414 | +3.8% | 1,011 | +0.2% | 0.03% | +10.0% |
| Q3 2022 | $37,000 | -5.1% | 1,009 | +0.3% | 0.03% | +7.1% |
| Q2 2022 | $39,000 | -9.3% | 1,006 | +0.1% | 0.03% | -3.4% |
| Q1 2022 | $43,000 | -6.5% | 1,005 | 0.0% | 0.03% | -3.3% |
| Q4 2021 | $46,000 | +4.5% | 1,005 | +1.3% | 0.03% | -3.2% |
| Q3 2021 | $44,000 | -2.2% | 992 | +0.2% | 0.03% | -3.1% |
| Q2 2021 | $45,000 | +4.7% | 990 | +0.1% | 0.03% | -5.9% |
| Q1 2021 | $43,000 | 0.0% | 989 | +0.2% | 0.03% | -5.6% |
| Q4 2020 | $43,000 | – | 987 | – | 0.04% | – |
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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% |