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 | $948,646 | -4.0% | 24,368 | -0.4% | 0.81% | +2.0% |
| Q2 2023 | $988,550 | +0.7% | 24,463 | -0.6% | 0.80% | -3.2% |
| Q1 2023 | $981,353 | +5.1% | 24,620 | +0.3% | 0.82% | -2.7% |
| Q4 2022 | $933,412 | +4.3% | 24,557 | +0.5% | 0.84% | -3.0% |
| Q3 2022 | $895,000 | -13.7% | 24,439 | -8.2% | 0.87% | -10.0% |
| Q2 2022 | $1,037,000 | -10.4% | 26,626 | -1.2% | 0.97% | -3.1% |
| Q1 2022 | $1,158,000 | -9.8% | 26,960 | -4.6% | 1.00% | -6.7% |
| Q4 2021 | $1,284,000 | -1.6% | 28,249 | -3.1% | 1.07% | -6.7% |
| Q3 2021 | $1,305,000 | -2.0% | 29,160 | -1.3% | 1.15% | -1.9% |
| Q2 2021 | $1,331,000 | +2.8% | 29,540 | -0.6% | 1.17% | -4.6% |
| Q1 2021 | $1,295,000 | -1.2% | 29,730 | -2.0% | 1.23% | -6.4% |
| Q4 2020 | $1,311,000 | – | 30,343 | – | 1.31% | – |
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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% |