ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 227 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,765 | -11.1% | 6,313 | -7.7% | 0.01% | 0.0% |
| Q2 2023 | $276,404 | +1.4% | 6,840 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $272,642 | +4.9% | 6,840 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $259,988 | +4.0% | 6,840 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $250,000 | -6.0% | 6,840 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $266,000 | -9.5% | 6,840 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $294,000 | -5.5% | 6,840 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $311,000 | +1.6% | 6,840 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $306,000 | -10.8% | 6,840 | -10.2% | 0.01% | -14.3% |
| Q2 2021 | $343,000 | +3.3% | 7,620 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $332,000 | +0.9% | 7,620 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $329,000 | -24.7% | 7,620 | -28.3% | 0.01% | -27.3% |
| Q3 2020 | $437,000 | +3.1% | 10,635 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $424,000 | +6.8% | 10,635 | -1.6% | 0.01% | -8.3% |
| Q1 2020 | $397,000 | -8.5% | 10,810 | 0.0% | 0.01% | +33.3% |
| Q4 2019 | $434,000 | -0.2% | 10,810 | -2.3% | 0.01% | -43.8% |
| Q3 2019 | $435,000 | -4.2% | 11,070 | -4.8% | 0.02% | 0.0% |
| Q2 2019 | $454,000 | +2.7% | 11,625 | 0.0% | 0.02% | +77.8% |
| Q1 2019 | $442,000 | -66.6% | 11,625 | -68.6% | 0.01% | -83.3% |
| Q4 2018 | $1,322,000 | – | 37,065 | – | 0.05% | – |
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% |