ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 173 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $480,000 | -70.9% | 11,703 | -71.7% | 0.10% | -71.7% |
| Q2 2020 | $1,647,000 | -79.8% | 41,307 | -81.4% | 0.37% | -84.2% |
| Q1 2020 | $8,168,000 | -22.3% | 222,319 | -15.1% | 2.32% | -3.4% |
| Q4 2019 | $10,515,000 | -3.9% | 262,014 | -5.9% | 2.40% | -24.7% |
| Q3 2019 | $10,941,000 | -1.8% | 278,473 | -2.4% | 3.19% | +1.8% |
| Q2 2019 | $11,136,000 | +5.0% | 285,391 | +2.5% | 3.14% | -3.7% |
| Q1 2019 | $10,601,000 | +5.0% | 278,545 | -1.6% | 3.26% | -29.9% |
| Q4 2018 | $10,099,000 | – | 283,039 | – | 4.64% | – |
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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% |