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 | $59,722 | -45.2% | 1,544 | -42.8% | 0.05% | -42.2% |
| Q2 2023 | $109,067 | +0.0% | 2,699 | -1.4% | 0.08% | -1.2% |
| Q1 2023 | $109,057 | +65.8% | 2,736 | +58.2% | 0.08% | +58.5% |
| Q4 2022 | $65,757 | +7.8% | 1,730 | +4.1% | 0.05% | 0.0% |
| Q3 2022 | $61,000 | -4.7% | 1,662 | +0.7% | 0.05% | +3.9% |
| Q2 2022 | $64,000 | +30.6% | 1,650 | +44.1% | 0.05% | +45.7% |
| Q1 2022 | $49,000 | -5.8% | 1,145 | 0.0% | 0.04% | -2.8% |
| Q4 2021 | $52,000 | – | 1,145 | – | 0.04% | – |
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% |