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 | $92,738 | -3.2% | 2,382 | +0.5% | 0.03% | +3.2% |
| Q2 2023 | $95,780 | +1.7% | 2,370 | +0.3% | 0.03% | -3.1% |
| Q1 2023 | $94,169 | +9.5% | 2,362 | +0.8% | 0.03% | -5.9% |
| Q3 2022 | $86,000 | -5.5% | 2,343 | +0.5% | 0.03% | -10.5% |
| Q2 2022 | $91,000 | -9.0% | 2,332 | +0.2% | 0.04% | +5.6% |
| Q1 2022 | $100,000 | -5.7% | 2,327 | 0.0% | 0.04% | -16.3% |
| Q4 2021 | $106,000 | +2.9% | 2,327 | +0.6% | 0.04% | -4.4% |
| Q3 2021 | $103,000 | -1.0% | 2,313 | +0.3% | 0.04% | 0.0% |
| Q2 2021 | $104,000 | +4.0% | 2,307 | +0.2% | 0.04% | -6.2% |
| Q1 2021 | $100,000 | +1.0% | 2,303 | +0.4% | 0.05% | +29.7% |
| Q4 2020 | $99,000 | +5.3% | 2,294 | +0.3% | 0.04% | -5.1% |
| Q3 2020 | $94,000 | +3.3% | 2,288 | +0.4% | 0.04% | -13.3% |
| Q2 2020 | $91,000 | +9.6% | 2,278 | +0.4% | 0.04% | -15.1% |
| Q1 2020 | $83,000 | +38.3% | 2,270 | +52.2% | 0.05% | +103.8% |
| Q4 2019 | $60,000 | +1.7% | 1,491 | 0.0% | 0.03% | -10.3% |
| Q3 2019 | $59,000 | -16.9% | 1,491 | -17.9% | 0.03% | -19.4% |
| Q2 2019 | $71,000 | -52.0% | 1,815 | -53.3% | 0.04% | -55.0% |
| Q1 2019 | $148,000 | 0.0% | 3,885 | -6.5% | 0.08% | 0.0% |
| Q4 2018 | $148,000 | -33.0% | 4,156 | -28.8% | 0.08% | -25.9% |
| Q3 2018 | $221,000 | +0.9% | 5,835 | 0.0% | 0.11% | -16.3% |
| Q2 2018 | $219,000 | -0.5% | 5,835 | 0.0% | 0.13% | -3.7% |
| Q1 2018 | $220,000 | -0.9% | 5,835 | 0.0% | 0.13% | -1.5% |
| Q4 2017 | $222,000 | 0.0% | 5,835 | 0.0% | 0.14% | -4.2% |
| Q3 2017 | $222,000 | -8.6% | 5,835 | -10.4% | 0.14% | -12.9% |
| Q2 2017 | $243,000 | -6.9% | 6,510 | -9.3% | 0.16% | -10.9% |
| Q1 2017 | $261,000 | +3.2% | 7,181 | 0.0% | 0.18% | -4.7% |
| Q4 2016 | $253,000 | – | 7,181 | – | 0.19% | – |
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% |