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 | $9,618 | -3.3% | 247 | +0.4% | 0.00% | – |
| Q2 2023 | $9,943 | -49.5% | 246 | -50.2% | 0.00% | – |
| Q1 2023 | $19,696 | +40.8% | 494 | +34.2% | 0.00% | – |
| Q4 2022 | $13,990 | +7.6% | 368 | -0.3% | 0.00% | – |
| Q3 2022 | $13,000 | -31.6% | 369 | -24.5% | 0.00% | – |
| Q2 2022 | $19,000 | -68.3% | 489 | -65.0% | 0.00% | – |
| Q1 2022 | $60,000 | -25.0% | 1,398 | -20.7% | 0.00% | – |
| Q4 2021 | $80,000 | +2.6% | 1,762 | +0.6% | 0.00% | – |
| Q3 2021 | $78,000 | -1.3% | 1,752 | +0.1% | 0.00% | – |
| Q2 2021 | $79,000 | +3.9% | 1,750 | +0.3% | 0.00% | – |
| Q1 2021 | $76,000 | +38.2% | 1,745 | +37.0% | 0.00% | – |
| Q4 2020 | $55,000 | – | 1,274 | +127300.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | -83.3% | 0.00% | – |
| Q2 2019 | $0 | – | 6 | +500.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 1 | -99.6% | 0.00% | – |
| Q3 2018 | $9,000 | -97.0% | 229 | -97.3% | 0.00% | – |
| Q2 2016 | $301,000 | – | 8,570 | – | 0.00% | – |
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% |