ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 188 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $119,781 | +7.7% | 2,964 | +6.2% | 0.03% | +4.0% |
| Q1 2023 | $111,234 | -25.4% | 2,791 | -31.4% | 0.02% | -41.9% |
| Q4 2022 | $149,043 | +0.0% | 4,071 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $149,000 | -11.8% | 4,071 | -6.0% | 0.04% | -6.5% |
| Q2 2022 | $169,000 | +5.0% | 4,333 | +15.6% | 0.05% | +21.1% |
| Q1 2022 | $161,000 | +2.5% | 3,748 | +8.4% | 0.04% | +8.6% |
| Q4 2021 | $157,000 | +0.6% | 3,457 | -0.8% | 0.04% | -7.9% |
| Q3 2021 | $156,000 | +27.9% | 3,485 | +28.6% | 0.04% | +31.0% |
| Q2 2021 | $122,000 | +117.9% | 2,710 | +110.1% | 0.03% | +107.1% |
| Q1 2021 | $56,000 | -39.1% | 1,290 | -39.5% | 0.01% | -44.0% |
| Q4 2020 | $92,000 | +73.6% | 2,132 | +67.0% | 0.02% | +56.2% |
| Q3 2020 | $53,000 | -20.9% | 1,277 | -24.2% | 0.02% | -23.8% |
| Q2 2020 | $67,000 | +148.1% | 1,685 | +122.0% | 0.02% | +162.5% |
| Q1 2020 | $27,000 | -10.0% | 759 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $30,000 | 0.0% | 759 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $30,000 | 0.0% | 759 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $30,000 | – | 759 | – | 0.01% | – |
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% |