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 | $797 | -3.0% | 20,462 | +0.6% | 0.00% | -20.0% |
| Q2 2023 | $822 | +38.9% | 20,337 | +37.0% | 0.01% | +25.0% |
| Q1 2023 | $592 | -52.8% | 14,846 | -55.0% | 0.00% | -50.0% |
| Q4 2022 | $1,255 | -99.8% | 33,014 | +81.1% | 0.01% | +60.0% |
| Q3 2022 | $668,000 | -8.1% | 18,234 | -2.2% | 0.01% | -16.7% |
| Q2 2022 | $727,000 | -7.4% | 18,649 | +2.1% | 0.01% | 0.0% |
| Q1 2022 | $785,000 | +3.4% | 18,266 | +9.4% | 0.01% | +20.0% |
| Q4 2021 | $759,000 | +24.2% | 16,691 | +22.2% | 0.01% | 0.0% |
| Q3 2021 | $611,000 | +29.7% | 13,657 | +30.6% | 0.01% | +25.0% |
| Q2 2021 | $471,000 | +8.0% | 10,460 | +4.6% | 0.00% | 0.0% |
| Q1 2021 | $436,000 | -5.8% | 10,002 | -6.7% | 0.00% | -20.0% |
| Q4 2020 | $463,000 | -58.8% | 10,725 | -60.8% | 0.01% | -64.3% |
| Q3 2020 | $1,124,000 | +170.2% | 27,377 | +162.2% | 0.01% | +133.3% |
| Q2 2020 | $416,000 | -65.0% | 10,440 | -67.7% | 0.01% | -70.0% |
| Q1 2020 | $1,189,000 | +12.9% | 32,356 | +23.3% | 0.02% | +33.3% |
| Q4 2019 | $1,053,000 | -9.2% | 26,234 | -11.2% | 0.02% | -21.1% |
| Q3 2019 | $1,160,000 | -22.9% | 29,530 | -23.4% | 0.02% | -13.6% |
| Q2 2019 | $1,505,000 | +4.7% | 38,562 | +2.1% | 0.02% | 0.0% |
| Q1 2019 | $1,437,000 | +18.9% | 37,755 | +11.4% | 0.02% | 0.0% |
| Q4 2018 | $1,209,000 | +110.6% | 33,889 | +123.7% | 0.02% | +120.0% |
| Q3 2018 | $574,000 | -23.4% | 15,152 | -24.1% | 0.01% | -37.5% |
| Q2 2018 | $749,000 | +3.3% | 19,957 | +4.0% | 0.02% | +6.7% |
| Q1 2018 | $725,000 | +71.4% | 19,193 | +72.4% | 0.02% | +87.5% |
| Q4 2017 | $423,000 | +9.3% | 11,130 | +9.3% | 0.01% | 0.0% |
| Q3 2017 | $387,000 | +12.5% | 10,183 | +10.4% | 0.01% | +14.3% |
| Q2 2017 | $344,000 | – | 9,226 | – | 0.01% | – |
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% |