Live Oak Investment Partners - ISHARES TR ownership

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
Live Oak Investment Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$121,809
-46.1%
3,129
-44.0%
0.10%
-44.4%
Q2 2023$225,841
+1.3%
5,589
-0.1%
0.19%
-3.6%
Q1 2023$222,964
+13.5%
5,594
+8.2%
0.20%
+8.9%
Q4 2022$196,4625,1690.18%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Weitzel Financial Services, Inc. 228,439$8,734,5475.10%
Consilium Wealth Advisory, LLC 107,522$4,185,8272.93%
Weaver Consulting Group 161,323$6,280,3132.84%
Thrive Capital Management, LLC 111,268$4,331,6632.40%
Investment Advisory Group, LLC 115,649$4,502,2152.34%
Beacon Financial Advisory LLC 61,867$2,408,4781.33%
Paragon Advisors, LLC 72,916$2,8381.17%
Fort Henry Capital, LLC 24,368$948,6460.81%
Plan Group Financial, LLC 24,601$957,7170.69%
Godshalk Welsh Capital Management, Inc. 22,445$873,7660.66%
View complete list of ISHARES TR shareholders