J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 222 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$769,513
-5.7%
19,767
-2.1%
0.06%
-1.7%
Q2 2023$816,112
-81.0%
20,196
-81.3%
0.06%
-81.0%
Q1 2023$4,293,696
+457.6%
107,719
+431.7%
0.31%
+418.6%
Q4 2022$770,060
-38.2%
20,259
-40.5%
0.06%
-43.3%
Q3 2022$1,246,000
+49.8%
34,043
+59.4%
0.10%
+57.6%
Q2 2022$832,000
+9.0%
21,352
+20.3%
0.07%
+29.4%
Q1 2022$763,000
-4.5%
17,750
+1.0%
0.05%
-1.9%
Q4 2021$799,000
+5.7%
17,580
+4.7%
0.05%
-11.9%
Q2 2021$756,000
+47.7%
16,785
+42.7%
0.06%
+20.4%
Q1 2021$512,000
+121.6%
11,765
+119.7%
0.05%
+104.2%
Q4 2020$231,000
-83.0%
5,355
-83.8%
0.02%
-76.9%
Q3 2020$1,356,000
+35.6%
33,023
+32.6%
0.10%
-17.5%
Q4 2019$1,000,00024,9070.13%
Other shareholders
ISHARES TR shareholders Q2 2022
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