OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

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
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$23,000
+4.5%
5000.0%0.01%0.0%
Q3 2021$22,000
-4.3%
5000.0%0.01%
+28.6%
Q2 2021$23,000
-68.9%
500
-70.9%
0.01%
-68.2%
Q4 2020$74,000
-50.3%
1,716
-52.7%
0.02%
-56.0%
Q3 2020$149,000
+50.5%
3,625
+46.0%
0.05%
+47.1%
Q2 2020$99,000
+39.4%
2,483
+27.7%
0.03%
+17.2%
Q1 2020$71,000
-9.0%
1,9440.0%0.03%
+26.1%
Q4 2019$78,000
+2.6%
1,944
+1.1%
0.02%
-4.2%
Q3 2019$76,000
+2.7%
1,923
+0.7%
0.02%0.0%
Q2 2019$74,000
+2.8%
1,909
+0.5%
0.02%0.0%
Q1 2019$72,000
+5.9%
1,9000.0%0.02%
+4.3%
Q4 2018$68,000
-5.6%
1,9000.0%0.02%
+15.0%
Q3 2018$72,000
+554.5%
1,900
+533.3%
0.02%
+566.7%
Q2 2018$11,0000.0%3000.0%0.00%0.0%
Q1 2018$11,000
-47.6%
300
-50.0%
0.00%
-57.1%
Q1 2015$21,0006000.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders