ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 227 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,937 | -3.1% | 7,037 | +0.6% | 0.07% | +3.0% |
| Q2 2023 | $282,577 | +1.6% | 6,993 | +0.2% | 0.07% | -4.3% |
| Q1 2023 | $278,245 | +7.8% | 6,981 | +2.8% | 0.07% | 0.0% |
| Q4 2022 | $258,134 | +4.1% | 6,791 | +0.2% | 0.07% | -8.0% |
| Q3 2022 | $248,000 | -11.4% | 6,780 | -5.8% | 0.08% | -9.6% |
| Q2 2022 | $280,000 | +0.4% | 7,200 | +10.5% | 0.08% | +22.1% |
| Q1 2022 | $279,000 | -5.7% | 6,515 | +0.2% | 0.07% | -5.6% |
| Q4 2021 | $296,000 | +2.1% | 6,501 | +0.1% | 0.07% | -2.7% |
| Q3 2021 | $290,000 | -0.7% | 6,495 | +0.2% | 0.07% | -1.3% |
| Q2 2021 | $292,000 | 0.0% | 6,485 | -3.6% | 0.08% | -8.5% |
| Q1 2021 | $292,000 | -6.7% | 6,725 | -5.8% | 0.08% | -3.5% |
| Q4 2020 | $313,000 | – | 7,139 | – | 0.08% | – |
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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% |