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 | $29,781 | -3.7% | 765 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $30,914 | +1.4% | 765 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $30,493 | +4.9% | 765 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $29,078 | -89.3% | 765 | -87.5% | 0.00% | -83.3% |
| Q3 2021 | $273,000 | -7.1% | 6,096 | -6.7% | 0.02% | -11.1% |
| Q2 2021 | $294,000 | – | 6,533 | – | 0.03% | – |
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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% |