ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 127 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $501,659 | -79.0% | 12,586 | -79.9% | 0.02% | -80.5% |
| Q4 2022 | $2,385,278 | -58.1% | 62,754 | -57.0% | 0.09% | -25.0% |
| Q2 2022 | $5,688,000 | +1232.1% | 145,994 | +1234.0% | 0.12% | +222.2% |
| Q2 2019 | $427,000 | +14.2% | 10,944 | +11.4% | 0.04% | +9.1% |
| Q1 2019 | $374,000 | +4.2% | 9,822 | -2.3% | 0.03% | -5.7% |
| Q4 2018 | $359,000 | +0.6% | 10,057 | +6.9% | 0.04% | +9.4% |
| Q3 2018 | $357,000 | +4.1% | 9,412 | +2.9% | 0.03% | -8.6% |
| Q2 2018 | $343,000 | -3.1% | 9,144 | -2.3% | 0.04% | -7.9% |
| Q1 2018 | $354,000 | -80.5% | 9,361 | -80.4% | 0.04% | -80.7% |
| Q4 2017 | $1,817,000 | +4.2% | 47,774 | +4.0% | 0.20% | -3.0% |
| Q3 2017 | $1,744,000 | – | 45,944 | – | 0.20% | – |
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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% |