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 | $903,020 | -58.5% | 23,196 | -58.5% | 0.00% | – |
| Q2 2022 | $2,178,000 | +621.2% | 55,915 | +696.1% | 0.00% | – |
| Q1 2022 | $302,000 | -86.6% | 7,024 | -85.8% | 0.00% | – |
| Q4 2021 | $2,246,000 | +541.7% | 49,394 | +536.2% | 0.00% | – |
| Q2 2021 | $350,000 | -43.5% | 7,764 | -55.8% | 0.00% | – |
| Q2 2016 | $620,000 | +9.2% | 17,553 | +7.6% | 0.00% | – |
| Q1 2016 | $568,000 | – | 16,314 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 190,477 | $8,661,000 | 5.64% |
| Compass Ion Advisors, LLC | 323,609 | $14,715,000 | 4.73% |
| Weaver Consulting Group | 181,467 | $8,251,000 | 3.97% |
| TIEDEMANN ADVISORS, LLC | 1,517,044 | $68,990,000 | 3.36% |
| Investment Advisory Group, LLC | 107,389 | $4,702,000 | 3.01% |
| FURE FINANCIAL CORP | 76,058 | $3,458,000 | 2.40% |
| Beacon Financial Advisory LLC | 104,542 | $4,754,000 | 2.20% |
| Weitzel Financial Services, Inc. | 65,876 | $2,995,381,000 | 1.81% |
| RESTON WEALTH MANAGEMENT LLC | 52,151 | $2,371,000 | 1.15% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 71,417 | $3,247,000 | 1.11% |