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 | $1,335,684 | -5.0% | 34,286 | -7.3% | 0.54% | -22.1% |
| Q4 2022 | $1,405,324 | +527.4% | 36,972 | +642.1% | 0.69% | +535.8% |
| Q2 2021 | $224,000 | +11.4% | 4,982 | +9.0% | 0.11% | -1.8% |
| Q1 2021 | $201,000 | -1.0% | 4,569 | -2.6% | 0.11% | -7.5% |
| Q4 2020 | $203,000 | +6.3% | 4,692 | +1.0% | 0.12% | -15.5% |
| Q3 2020 | $191,000 | -8.2% | 4,647 | -11.0% | 0.14% | -18.4% |
| Q2 2020 | $208,000 | +50.7% | 5,219 | +38.8% | 0.17% | -56.8% |
| Q1 2020 | $138,000 | -94.0% | 3,759 | -93.5% | 0.40% | -86.4% |
| Q4 2019 | $2,310,000 | – | 57,553 | – | 2.96% | – |
Download | ||||||
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% |