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 | $570,917 | -9.1% | 14,665 | -5.6% | 0.09% | -4.4% |
| Q2 2023 | $627,979 | +67.7% | 15,540 | +65.4% | 0.09% | +56.9% |
| Q1 2023 | $374,387 | +4.7% | 9,393 | -0.2% | 0.06% | 0.0% |
| Q4 2022 | $357,643 | -46.1% | 9,409 | -48.0% | 0.06% | -52.5% |
| Q3 2022 | $663,000 | -17.8% | 18,105 | -12.6% | 0.12% | -1.6% |
| Q2 2022 | $807,000 | -13.2% | 20,715 | -4.3% | 0.12% | -1.6% |
| Q1 2022 | $930,000 | -0.5% | 21,651 | +5.3% | 0.13% | +3.3% |
| Q4 2021 | $935,000 | – | 20,567 | – | 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% |