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 | $8,446,290 | +3.0% | 216,961 | +7.0% | 0.00% | 0.0% |
| Q2 2023 | $8,197,550 | -19.7% | 202,859 | -20.8% | 0.00% | -33.3% |
| Q1 2023 | $10,208,522 | -53.7% | 256,108 | -55.9% | 0.00% | -57.1% |
| Q4 2022 | $22,069,913 | +110.5% | 580,634 | +102.8% | 0.01% | +133.3% |
| Q3 2022 | $10,484,000 | -12.9% | 286,371 | -7.3% | 0.00% | -25.0% |
| Q2 2022 | $12,037,000 | -0.9% | 308,952 | +9.3% | 0.00% | +33.3% |
| Q1 2022 | $12,151,000 | -30.8% | 282,779 | -26.8% | 0.00% | -25.0% |
| Q4 2021 | $17,571,000 | +45.5% | 386,434 | +43.1% | 0.00% | +33.3% |
| Q3 2021 | $12,079,000 | +4.4% | 269,974 | +5.2% | 0.00% | 0.0% |
| Q2 2021 | $11,566,000 | +3.1% | 256,722 | -0.3% | 0.00% | 0.0% |
| Q1 2021 | $11,213,000 | -10.7% | 257,474 | -11.4% | 0.00% | 0.0% |
| Q4 2020 | $12,557,000 | +6.7% | 290,682 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $11,770,000 | +0.3% | 286,729 | -2.6% | 0.00% | 0.0% |
| Q2 2020 | $11,738,000 | -50.5% | 294,393 | -54.4% | 0.00% | -62.5% |
| Q1 2020 | $23,729,000 | -3.6% | 645,853 | +5.3% | 0.01% | +14.3% |
| Q4 2019 | $24,617,000 | +75.4% | 613,422 | +71.7% | 0.01% | +75.0% |
| Q3 2019 | $14,036,000 | -0.9% | 357,251 | -1.6% | 0.00% | 0.0% |
| Q2 2019 | $14,160,000 | -13.9% | 362,881 | -16.1% | 0.00% | -20.0% |
| Q1 2019 | $16,455,000 | -91.4% | 432,351 | -91.9% | 0.01% | -92.1% |
| Q4 2018 | $190,791,000 | +1405.8% | 5,347,286 | +1499.2% | 0.06% | +1475.0% |
| Q3 2018 | $12,670,000 | -0.9% | 334,377 | -1.9% | 0.00% | 0.0% |
| Q2 2018 | $12,791,000 | +18.4% | 340,822 | +19.2% | 0.00% | +33.3% |
| Q1 2018 | $10,802,000 | -53.6% | 285,985 | -53.2% | 0.00% | -57.1% |
| Q4 2017 | $23,264,000 | +137.7% | 611,560 | +137.2% | 0.01% | +133.3% |
| Q3 2017 | $9,788,000 | +2.0% | 257,796 | +0.1% | 0.00% | 0.0% |
| Q2 2017 | $9,595,000 | +21.3% | 257,462 | +18.4% | 0.00% | 0.0% |
| Q1 2017 | $7,907,000 | -83.7% | 217,518 | -84.2% | 0.00% | -82.4% |
| Q4 2016 | $48,627,000 | +600.1% | 1,380,251 | +617.2% | 0.02% | +466.7% |
| Q3 2016 | $6,946,000 | +33.6% | 192,463 | +30.6% | 0.00% | +50.0% |
| Q2 2016 | $5,200,000 | +111.4% | 147,319 | +108.4% | 0.00% | +100.0% |
| Q1 2016 | $2,460,000 | -95.7% | 70,675 | -95.8% | 0.00% | -95.7% |
| Q4 2015 | $57,732,000 | +627.1% | 1,695,528 | +622.9% | 0.02% | +666.7% |
| Q3 2015 | $7,940,000 | +647.6% | 234,558 | +678.5% | 0.00% | – |
| Q2 2015 | $1,062,000 | -52.9% | 30,128 | -52.4% | 0.00% | – |
| Q1 2015 | $2,254,000 | -90.1% | 63,294 | -90.3% | 0.00% | -100.0% |
| Q4 2014 | $22,838,000 | +1773.5% | 649,336 | +1759.8% | 0.01% | +800.0% |
| Q3 2014 | $1,219,000 | +5.6% | 34,915 | +8.0% | 0.00% | – |
| Q2 2014 | $1,154,000 | +34.0% | 32,320 | +30.8% | 0.00% | – |
| Q1 2014 | $861,000 | -92.2% | 24,716 | -92.3% | 0.00% | -100.0% |
| Q4 2013 | $10,985,000 | +1577.1% | 320,172 | +1528.5% | 0.01% | – |
| Q3 2013 | $655,000 | -3.0% | 19,660 | -5.6% | 0.00% | – |
| Q2 2013 | $675,000 | – | 20,836 | – | 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% |