ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $620,388 | -2.7% | 15,936 | +1.0% | 0.47% | +1.1% |
| Q2 2023 | $637,306 | -7.2% | 15,771 | -8.5% | 0.46% | -16.4% |
| Q1 2023 | $687,067 | -3.2% | 17,237 | -7.7% | 0.56% | -17.4% |
| Q4 2022 | $709,495 | -0.4% | 18,666 | -4.0% | 0.67% | -9.9% |
| Q3 2022 | $712,000 | -13.5% | 19,453 | -7.9% | 0.75% | -4.6% |
| Q2 2022 | $823,000 | -11.2% | 21,121 | -2.1% | 0.78% | +2.9% |
| Q1 2022 | $927,000 | -2.4% | 21,579 | +3.3% | 0.76% | +8.0% |
| Q4 2021 | $950,000 | – | 20,883 | – | 0.70% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 162,262 | $6,972,000 | 4.21% |
| Weaver Consulting Group | 178,010 | $7,649,000 | 3.71% |
| TIEDEMANN ADVISORS, LLC | 1,530,555 | $65,766,000 | 3.34% |
| Investment Advisory Group, LLC | 108,788 | $4,677,000 | 2.84% |
| Weitzel Financial Services, Inc. | 82,420 | $3,541,587,000 | 2.26% |
| Beacon Financial Advisory LLC | 83,204 | $3,575,000 | 1.71% |
| Sweet Financial Partners, LLC | 131,235 | $5,639,000 | 1.51% |
| RESTON WEALTH MANAGEMENT LLC | 52,372 | $2,250,000 | 1.15% |
| Fort Henry Capital, LLC | 26,960 | $1,158,000 | 1.00% |
| WIN ADVISORS, INC | 68,996 | $2,965,000 | 0.78% |