ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 225 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $572,463 | +0.5% | 13,310 | 0.0% | 0.46% | -2.1% |
| Q1 2024 | $569,402 | +3.1% | 13,310 | 0.0% | 0.47% | -4.1% |
| Q4 2023 | $552,498 | +6.6% | 13,310 | 0.0% | 0.49% | +28.5% |
| Q3 2023 | $518,158 | -3.7% | 13,310 | 0.0% | 0.38% | -1.8% |
| Q2 2023 | $537,857 | +1.4% | 13,310 | 0.0% | 0.39% | -8.7% |
| Q1 2023 | $530,537 | +4.9% | 13,310 | 0.0% | 0.43% | -2.5% |
| Q4 2022 | $505,913 | +4.7% | 13,310 | 0.0% | 0.44% | -9.9% |
| Q3 2022 | $483,000 | -6.9% | 13,310 | 0.0% | 0.48% | -16.1% |
| Q2 2022 | $519,000 | -9.3% | 13,310 | 0.0% | 0.58% | +4.9% |
| Q1 2022 | $572,000 | -5.5% | 13,310 | 0.0% | 0.55% | -3.3% |
| Q4 2021 | $605,000 | – | 13,310 | – | 0.57% | – |
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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% |