ASPIRIANT, 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
ASPIRIANT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,403,266
-3.7%
61,7330.0%0.12%
-2.4%
Q2 2023$2,494,630
+0.6%
61,733
-0.8%
0.13%
-3.1%
Q1 2023$2,480,966
+0.9%
62,242
-3.8%
0.13%
+4.0%
Q4 2022$2,459,323
-19.1%
64,702
-22.1%
0.12%
-16.1%
Q3 2022$3,041,000
+4.8%
83,071
+11.5%
0.15%
+6.4%
Q2 2022$2,902,000
-62.8%
74,511
-59.0%
0.14%
-67.4%
Q1 2022$7,807,000
-1.1%
181,713
+4.6%
0.43%
+1.7%
Q4 2021$7,896,000
-5.8%
173,655
-7.3%
0.42%
-14.2%
Q3 2021$8,384,000
+1.9%
187,386
+2.7%
0.49%
+5.8%
Q2 2021$8,224,000
+3.5%
182,5240.0%0.46%
-8.5%
Q1 2021$7,949,000
+0.6%
182,524
-0.3%
0.51%
-5.8%
Q4 2020$7,903,000
+0.6%
182,986
-4.4%
0.54%
-12.2%
Q3 2020$7,855,000
-1.9%
191,360
-4.8%
0.61%
-17.5%
Q2 2020$8,010,000
+1235.0%
200,913
+1130.7%
0.74%
+1161.0%
Q1 2020$600,00016,3250.06%
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