ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |