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 | $767 | -45.0% | 19,700 | -42.9% | 0.00% | -50.0% |
| Q2 2023 | $1,394 | -11.7% | 34,500 | -12.9% | 0.00% | 0.0% |
| Q1 2023 | $1,578 | +531.2% | 39,600 | +502.5% | 0.00% | – |
| Q4 2022 | $250 | -99.9% | 6,573 | -9.5% | 0.00% | – |
| Q3 2022 | $266,000 | -57.0% | 7,259 | -54.3% | 0.00% | -100.0% |
| Q2 2022 | $619,000 | +59.9% | 15,900 | +76.7% | 0.00% | – |
| Q1 2022 | $387,000 | -79.0% | 9,000 | -78.9% | 0.00% | -100.0% |
| Q4 2020 | $1,845,000 | +51.9% | 42,700 | +44.2% | 0.00% | +100.0% |
| Q3 2020 | $1,215,000 | -11.7% | 29,605 | -14.2% | 0.00% | 0.0% |
| Q2 2020 | $1,376,000 | +341.0% | 34,500 | +305.9% | 0.00% | – |
| Q1 2020 | $312,000 | -71.4% | 8,500 | -68.7% | 0.00% | -100.0% |
| Q4 2019 | $1,090,000 | +150.0% | 27,163 | +144.7% | 0.00% | – |
| Q3 2019 | $436,000 | +18.8% | 11,100 | +18.1% | 0.00% | – |
| Q2 2019 | $367,000 | -31.4% | 9,400 | -33.2% | 0.00% | -100.0% |
| Q4 2017 | $535,000 | – | 14,073 | – | 0.00% | – |
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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% |