ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 182 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,342 | -5.1% | 5,583 | -1.5% | 0.06% | +5.6% |
| Q2 2023 | $229,076 | -2.8% | 5,669 | -4.1% | 0.05% | -11.5% |
| Q1 2023 | $235,739 | +12.9% | 5,914 | +7.6% | 0.06% | +3.4% |
| Q4 2022 | $208,810 | +0.9% | 5,494 | +3.4% | 0.06% | -9.2% |
| Q2 2022 | $207,000 | -9.2% | 5,313 | +0.3% | 0.06% | +10.2% |
| Q1 2022 | $228,000 | -21.1% | 5,298 | -16.6% | 0.06% | -20.3% |
| Q4 2021 | $289,000 | +29.0% | 6,354 | +26.8% | 0.07% | +10.4% |
| Q3 2021 | $224,000 | -20.6% | 5,012 | -19.9% | 0.07% | -17.3% |
| Q2 2021 | $282,000 | +3.7% | 6,260 | +0.3% | 0.08% | -13.8% |
| Q1 2021 | $272,000 | +19.8% | 6,244 | +18.9% | 0.09% | +17.5% |
| Q4 2020 | $227,000 | -6.2% | 5,253 | -13.5% | 0.08% | -25.9% |
| Q2 2020 | $242,000 | – | 6,071 | – | 0.11% | – |
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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% |