ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,139,286 | -3.2% | 29,265 | +0.4% | 0.49% | -0.4% |
| Q2 2023 | $1,177,345 | +7.3% | 29,135 | +5.8% | 0.50% | -1.2% |
| Q1 2023 | $1,097,545 | +1.7% | 27,535 | -3.0% | 0.50% | -7.7% |
| Q4 2022 | $1,078,914 | +3.8% | 28,385 | 0.0% | 0.54% | -4.2% |
| Q3 2022 | $1,039,000 | -6.4% | 28,385 | -0.4% | 0.57% | +1.2% |
| Q2 2022 | $1,110,000 | -9.7% | 28,485 | -0.4% | 0.56% | +7.9% |
| Q1 2022 | $1,229,000 | -2.5% | 28,610 | +3.2% | 0.52% | +1.0% |
| Q4 2021 | $1,260,000 | +2.8% | 27,710 | +1.1% | 0.51% | -4.8% |
| Q3 2021 | $1,226,000 | +1.2% | 27,410 | +1.9% | 0.54% | +0.9% |
| Q2 2021 | $1,212,000 | +6.8% | 26,910 | +3.3% | 0.54% | +9.9% |
| Q1 2021 | $1,135,000 | +2.3% | 26,060 | +1.4% | 0.49% | -2.6% |
| Q4 2020 | $1,110,000 | +8.2% | 25,695 | +2.8% | 0.50% | +7.5% |
| Q3 2020 | $1,026,000 | +2.3% | 25,000 | -0.6% | 0.46% | -7.0% |
| Q2 2020 | $1,003,000 | +69.7% | 25,150 | +56.5% | 0.50% | +40.1% |
| Q1 2020 | $591,000 | -11.7% | 16,075 | -2.8% | 0.36% | +31.2% |
| Q4 2019 | $669,000 | +6.9% | 16,540 | +4.9% | 0.27% | +1.9% |
| Q3 2019 | $626,000 | +100.0% | 15,765 | +95.4% | 0.27% | +89.4% |
| Q2 2019 | $313,000 | +32.1% | 8,070 | +29.7% | 0.14% | +25.9% |
| Q1 2019 | $237,000 | – | 6,220 | – | 0.11% | – |
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% |