ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 222 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $706,227 | +1.3% | 18,141 | +5.1% | 0.02% | -7.4% |
| Q2 2023 | $697,227 | +2.3% | 17,254 | +0.9% | 0.03% | -6.9% |
| Q1 2023 | $681,297 | +232.4% | 17,092 | +217.0% | 0.03% | +222.2% |
| Q4 2022 | $204,959 | -8.1% | 5,392 | -11.5% | 0.01% | -18.2% |
| Q3 2022 | $223,000 | -8.2% | 6,096 | -2.3% | 0.01% | -8.3% |
| Q2 2022 | $243,000 | -9.7% | 6,239 | +5.5% | 0.01% | +9.1% |
| Q4 2021 | $269,000 | +1.1% | 5,916 | -0.5% | 0.01% | -15.4% |
| Q3 2021 | $266,000 | -2.6% | 5,948 | -1.6% | 0.01% | 0.0% |
| Q2 2021 | $273,000 | +12.3% | 6,047 | +8.9% | 0.01% | -7.1% |
| Q1 2021 | $243,000 | -31.2% | 5,553 | -32.1% | 0.01% | -46.2% |
| Q4 2020 | $353,000 | – | 8,182 | – | 0.03% | – |
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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% |