Evensky & Katz LLC - 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
Evensky & Katz LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$72,000
-56.1%
1,592
-56.6%
0.01%
-58.8%
Q3 2021$164,000
+368.6%
3,665
+352.5%
0.02%
+325.0%
Q1 2021$35,000
+250.0%
810
+247.6%
0.00%
+300.0%
Q4 2020$10,0000.0%233
+0.4%
0.00%0.0%
Q3 2020$10,000
-99.1%
232
-99.1%
0.00%
-99.3%
Q2 2020$1,056,000
+35.9%
26,497
+19.6%
0.15%
+24.6%
Q1 2020$777,000
+1589.1%
22,157
+1815.0%
0.12%
+1933.3%
Q4 2019$46,000
-96.3%
1,157
-96.3%
0.01%
-96.4%
Q3 2019$1,239,000
+94.5%
31,533
+93.2%
0.17%
+92.0%
Q2 2019$637,000
-75.0%
16,321
-75.6%
0.09%
-48.8%
Q1 2019$2,544,000
+964.4%
66,890
+894.6%
0.17%
+330.0%
Q4 2018$239,000
-89.7%
6,725
-89.1%
0.04%
-88.4%
Q3 2018$2,329,000
+189.3%
61,472
+186.5%
0.34%
+144.0%
Q2 2018$805,000
+1863.4%
21,458
+1831.4%
0.14%
+1914.3%
Q1 2018$41,000
-81.6%
1,111
-81.1%
0.01%
-81.1%
Q4 2017$223,000
-91.4%
5,867
-91.4%
0.04%
-91.8%
Q3 2017$2,600,000
+301.9%
68,497
+294.1%
0.45%
+287.1%
Q2 2017$647,000
+194.1%
17,379
+187.5%
0.12%
+190.0%
Q1 2017$220,000
+1592.3%
6,045
+1516.3%
0.04%
+1900.0%
Q4 2016$13,000
-99.5%
374
-99.5%
0.00%
-99.6%
Q3 2016$2,538,000
+927.5%
70,330
+904.9%
0.50%
+818.2%
Q2 2016$247,000
+49.7%
6,999
+47.6%
0.06%
+41.0%
Q1 2016$165,000
-83.2%
4,741
-85.8%
0.04%
-83.4%
Q4 2015$982,000
+58.9%
33,460
+83.3%
0.24%
+38.2%
Q3 2015$618,000
+1717.6%
18,257
+1776.4%
0.17%
+1788.9%
Q2 2015$34,000
-81.0%
973
-80.6%
0.01%
-81.2%
Q1 2015$179,000
+20.1%
5,014
+18.0%
0.05%
+9.1%
Q4 2014$149,000
+1555.6%
4,248
+1579.1%
0.04%
+1366.7%
Q3 2014$9,0002530.00%
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