ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 81 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,116,000 | -31.4% | 80,226 | -30.6% | 0.02% | -35.5% |
| Q3 2019 | $4,542,000 | -2.8% | 115,630 | -3.4% | 0.03% | -8.8% |
| Q2 2019 | $4,671,000 | +38.9% | 119,672 | +35.5% | 0.03% | +30.8% |
| Q1 2019 | $3,362,000 | -9.8% | 88,330 | -15.4% | 0.03% | -23.5% |
| Q4 2018 | $3,728,000 | -4.6% | 104,470 | +1.3% | 0.03% | +3.0% |
| Q3 2018 | $3,909,000 | -17.3% | 103,154 | -17.5% | 0.03% | -25.0% |
| Q2 2018 | $4,725,000 | 0.0% | 125,088 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $4,725,000 | +38.8% | 125,088 | +39.8% | 0.04% | +33.3% |
| Q4 2017 | $3,405,000 | +62.3% | 89,488 | +62.0% | 0.03% | +43.5% |
| Q3 2017 | $2,098,000 | +37.2% | 55,236 | +34.6% | 0.02% | +27.8% |
| Q2 2017 | $1,529,000 | -4.0% | 41,036 | -6.3% | 0.02% | -10.0% |
| Q1 2017 | $1,592,000 | +18.3% | 43,786 | +14.6% | 0.02% | +5.3% |
| Q4 2016 | $1,346,000 | -13.4% | 38,198 | -11.2% | 0.02% | -17.4% |
| Q3 2016 | $1,554,000 | -12.7% | 43,039 | -14.7% | 0.02% | -17.9% |
| Q2 2016 | $1,781,000 | +5.5% | 50,469 | +4.1% | 0.03% | -6.7% |
| Q1 2016 | $1,688,000 | +91.8% | 48,498 | +87.7% | 0.03% | +87.5% |
| Q4 2015 | $880,000 | +4.9% | 25,844 | +4.3% | 0.02% | -5.9% |
| Q3 2015 | $839,000 | +3.6% | 24,769 | +7.7% | 0.02% | +13.3% |
| Q2 2015 | $810,000 | -33.4% | 22,991 | -32.7% | 0.02% | -34.8% |
| Q1 2015 | $1,217,000 | -31.9% | 34,141 | -32.8% | 0.02% | -42.5% |
| Q4 2014 | $1,786,000 | +5.2% | 50,788 | +4.5% | 0.04% | -13.0% |
| Q3 2014 | $1,697,000 | -7.1% | 48,604 | -4.9% | 0.05% | -8.0% |
| Q2 2014 | $1,826,000 | +9.0% | 51,113 | +6.3% | 0.05% | +2.0% |
| Q1 2014 | $1,675,000 | +5.0% | 48,106 | +3.5% | 0.05% | 0.0% |
| Q4 2013 | $1,595,000 | +3.0% | 46,478 | +0.1% | 0.05% | -5.8% |
| Q3 2013 | $1,548,000 | -1.3% | 46,427 | -4.2% | 0.05% | -7.1% |
| Q2 2013 | $1,569,000 | – | 48,447 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weitzel Financial Services, Inc. | 228,439 | $8,734,547 | 5.10% |
| Consilium Wealth Advisory, LLC | 107,522 | $4,185,827 | 2.93% |
| Weaver Consulting Group | 161,323 | $6,280,313 | 2.84% |
| Thrive Capital Management, LLC | 111,268 | $4,331,663 | 2.40% |
| Investment Advisory Group, LLC | 115,649 | $4,502,215 | 2.34% |
| Beacon Financial Advisory LLC | 61,867 | $2,408,478 | 1.33% |
| Paragon Advisors, LLC | 72,916 | $2,838 | 1.17% |
| Fort Henry Capital, LLC | 24,368 | $948,646 | 0.81% |
| Plan Group Financial, LLC | 24,601 | $957,717 | 0.69% |
| Godshalk Welsh Capital Management, Inc. | 22,445 | $873,766 | 0.66% |