ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,220 | +9.1% | 6,838 | +13.3% | 0.04% | +19.4% |
| Q2 2023 | $243,929 | -83.2% | 6,036 | -83.4% | 0.03% | -84.3% |
| Q1 2023 | $1,450,213 | +11.8% | 36,383 | +6.7% | 0.20% | +4.2% |
| Q4 2022 | $1,296,584 | +2.8% | 34,112 | -0.9% | 0.19% | +2.7% |
| Q3 2022 | $1,261,000 | -3.8% | 34,434 | +2.3% | 0.18% | +6.9% |
| Q2 2022 | $1,311,000 | -14.7% | 33,654 | -6.0% | 0.17% | +9.5% |
| Q1 2022 | $1,537,000 | -6.7% | 35,785 | -1.3% | 0.16% | -0.6% |
| Q4 2021 | $1,648,000 | -1.6% | 36,251 | -3.2% | 0.16% | -12.6% |
| Q3 2021 | $1,675,000 | -8.7% | 37,443 | -8.0% | 0.18% | -12.9% |
| Q2 2021 | $1,834,000 | +4.1% | 40,720 | +0.7% | 0.21% | -8.7% |
| Q1 2021 | $1,761,000 | +369.6% | 40,439 | +365.4% | 0.23% | +324.1% |
| Q4 2020 | $375,000 | +5.3% | 8,690 | +0.3% | 0.05% | -14.3% |
| Q3 2020 | $356,000 | +1.7% | 8,666 | -1.3% | 0.06% | -7.4% |
| Q2 2020 | $350,000 | -29.7% | 8,781 | -35.2% | 0.07% | -40.9% |
| Q1 2020 | $498,000 | -40.1% | 13,548 | -34.6% | 0.12% | -22.8% |
| Q4 2019 | $831,000 | -2.8% | 20,700 | -4.9% | 0.15% | -14.9% |
| Q3 2019 | $855,000 | +51.9% | 21,765 | +50.7% | 0.18% | +35.7% |
| Q2 2019 | $563,000 | +12.8% | 14,441 | +10.2% | 0.13% | +4.0% |
| Q1 2019 | $499,000 | +6.9% | 13,106 | +0.1% | 0.12% | -9.5% |
| Q4 2018 | $467,000 | +51.6% | 13,087 | +37.8% | 0.14% | -92.4% |
| Q2 2013 | $308,000 | – | 9,500 | – | 1.81% | – |
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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% |