ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 158 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $684,973 | +215.7% | 17,595 | +266.6% | 0.02% | +110.0% |
| Q2 2021 | $217,000 | +2.8% | 4,799 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $211,000 | +2.9% | 4,799 | -6.6% | 0.01% | -33.3% |
| Q2 2020 | $205,000 | -87.4% | 5,140 | -87.7% | 0.02% | -92.6% |
| Q2 2019 | $1,626,000 | +2.4% | 41,625 | -0.2% | 0.24% | -11.6% |
| Q1 2019 | $1,588,000 | +33.4% | 41,719 | +30.3% | 0.28% | +9.5% |
| Q4 2018 | $1,190,000 | +215.6% | 32,029 | +221.5% | 0.25% | +173.9% |
| Q3 2018 | $377,000 | – | 9,963 | – | 0.09% | – |
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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% |