ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 212 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,540 | -2.9% | 399 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $16,010 | -26.1% | 396 | -27.2% | 0.00% | -50.0% |
| Q1 2023 | $21,666 | +4.9% | 544 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $20,660 | -1.6% | 544 | +2.1% | 0.01% | 0.0% |
| Q2 2022 | $21,000 | -34.4% | 533 | -27.6% | 0.01% | -25.0% |
| Q1 2022 | $32,000 | -3.0% | 736 | +2.9% | 0.01% | 0.0% |
| Q4 2021 | $33,000 | +450.0% | 715 | +454.3% | 0.01% | +300.0% |
| Q3 2021 | $6,000 | – | 129 | – | 0.00% | – |
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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% |