ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 227 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,930 | -2.3% | 1,822 | +1.4% | 0.01% | -10.0% |
| Q2 2023 | $72,617 | +3.2% | 1,797 | +1.8% | 0.01% | -9.1% |
| Q1 2023 | $70,393 | +7.2% | 1,766 | +2.3% | 0.01% | +10.0% |
| Q4 2022 | $65,643 | +9.4% | 1,727 | +5.6% | 0.01% | 0.0% |
| Q3 2022 | $60,000 | -4.8% | 1,635 | +1.7% | 0.01% | 0.0% |
| Q2 2022 | $63,000 | -8.7% | 1,608 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $69,000 | -4.2% | 1,608 | +1.6% | 0.01% | 0.0% |
| Q4 2021 | $72,000 | +2.9% | 1,583 | +1.7% | 0.01% | 0.0% |
| Q3 2021 | $70,000 | +1.4% | 1,557 | +1.8% | 0.01% | 0.0% |
| Q2 2021 | $69,000 | +4.5% | 1,529 | +0.9% | 0.01% | -10.0% |
| Q1 2021 | $66,000 | +144.4% | 1,515 | +145.5% | 0.01% | +150.0% |
| Q4 2020 | $27,000 | +12.5% | 617 | +4.0% | 0.00% | -20.0% |
| Q3 2020 | $24,000 | +4.3% | 593 | +4.8% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | +27.8% | 566 | +16.0% | 0.01% | 0.0% |
| Q1 2020 | $18,000 | -5.3% | 488 | +1.5% | 0.01% | +25.0% |
| Q4 2019 | $19,000 | – | 481 | – | 0.00% | – |
Download | ||||||
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% |