AOM — iShares ETFs/USA

Ownership history in CX Institutional  ·  23 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in iShares ETFs/USA (AOM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2018 Q3)
Avg. % of fund
0.04%
First filed
2018 Q3
Last filed
2025 Q3
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 234 — 0% 0.00% $11K $46.79
2025 Q2 UNCHANGED 234 — 0% 0.00% $11K $44.91
2025 Q1 REDUCED 234 -9,738 -97.7% 0.00% $10K $42.56
2023 Q2 REDUCED 9,972 -1,673 -14.4% 0.02% $403K $37.10
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AOM price (monthly, adj. close)

Other funds also holding AOM

As of 2025 Q4 — sorted by position size

Weitzel Financial Services, Inc. 3Y 5.58% AJ Advisors, LLC 3Y 4.74% Taylor Financial Group, Inc. 2.09% Weaver Consulting Group 3Y 2.03% Investment Advisory Group, LLC 3Y 1.78% Consilium Wealth Advisory, LLC 3Y 1.62% KilterHowling LLC 1.51% HANOVER ADVISORS INC 1.46% JIM SAULNIER & ASSOCIATES, LLC 1.18% LifePlan Financial, LLC 1.17%
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