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 | $640,313 | -7.9% | 16,723 | -4.6% | 0.07% | -6.6% |
| Q2 2023 | $695,076 | -2.1% | 17,526 | -1.5% | 0.08% | -7.3% |
| Q1 2023 | $709,877 | -3.0% | 17,800 | -4.5% | 0.08% | -15.5% |
| Q4 2022 | $731,554 | +5.7% | 18,638 | -1.8% | 0.10% | -14.2% |
| Q3 2022 | $692,000 | -8.3% | 18,975 | -1.9% | 0.11% | +0.9% |
| Q2 2022 | $755,000 | +9.3% | 19,341 | +18.1% | 0.11% | +24.4% |
| Q1 2022 | $691,000 | -29.1% | 16,382 | -23.6% | 0.09% | -25.0% |
| Q4 2021 | $975,000 | +0.2% | 21,446 | -1.4% | 0.12% | -2.4% |
| Q3 2021 | $973,000 | -1.6% | 21,748 | -0.9% | 0.12% | -4.7% |
| Q2 2021 | $989,000 | +25.2% | 21,952 | +21.1% | 0.13% | +16.2% |
| Q1 2021 | $790,000 | -8.6% | 18,129 | -9.4% | 0.11% | -8.3% |
| Q4 2020 | $864,000 | +5.2% | 20,010 | +0.1% | 0.12% | -5.5% |
| Q3 2020 | $821,000 | +8.6% | 19,991 | +5.4% | 0.13% | +10.3% |
| Q2 2020 | $756,000 | +4.1% | 18,960 | -4.1% | 0.12% | -9.4% |
| Q1 2020 | $726,000 | -26.1% | 19,764 | -19.2% | 0.13% | -16.9% |
| Q4 2019 | $982,000 | +13.4% | 24,475 | +11.0% | 0.15% | +17.6% |
| Q3 2019 | $866,000 | +16.6% | 22,051 | +15.7% | 0.13% | +15.9% |
| Q2 2019 | $743,000 | +5.5% | 19,052 | +3.0% | 0.11% | -5.0% |
| Q1 2019 | $704,000 | – | 18,492 | – | 0.12% | – |
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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% |