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 | $1,087 | -2.5% | 27,918 | +1.2% | 0.00% | 0.0% |
| Q2 2023 | $1,115 | -18.6% | 27,595 | -23.5% | 0.00% | -42.9% |
| Q4 2022 | $1,370 | -99.9% | 36,055 | -2.4% | 0.01% | -12.5% |
| Q3 2022 | $1,352,000 | -5.3% | 36,933 | +0.7% | 0.01% | -11.1% |
| Q2 2022 | $1,428,000 | -2.5% | 36,662 | +7.6% | 0.01% | 0.0% |
| Q1 2022 | $1,464,000 | -13.1% | 34,065 | -8.0% | 0.01% | -10.0% |
| Q4 2021 | $1,684,000 | +1.7% | 37,027 | +0.1% | 0.01% | -16.7% |
| Q3 2021 | $1,656,000 | +3.1% | 37,003 | +3.8% | 0.01% | 0.0% |
| Q2 2021 | $1,606,000 | +20.5% | 35,653 | +16.5% | 0.01% | 0.0% |
| Q1 2021 | $1,333,000 | – | 30,604 | – | 0.01% | – |
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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% |