GREATMARK INVESTMENT PARTNERS, INC. - 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
GREATMARK INVESTMENT PARTNERS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$242,460
+1.4%
6,0000.0%0.04%
-4.7%
Q1 2023$239,160
+4.9%
6,0000.0%0.04%
+2.4%
Q4 2022$228,060
+3.7%
6,0000.0%0.04%0.0%
Q3 2022$220,000
-6.0%
6,0000.0%0.04%
-6.7%
Q2 2022$234,000
-9.3%
6,0000.0%0.04%
+7.1%
Q1 2022$258,000
-5.5%
6,0000.0%0.04%
-8.7%
Q4 2021$273,000
+1.9%
6,0000.0%0.05%
-8.0%
Q3 2021$268,000
-0.7%
6,0000.0%0.05%
+2.0%
Q2 2021$270,000
+3.4%
6,0000.0%0.05%
-3.9%
Q1 2021$261,000
+0.8%
6,0000.0%0.05%
-8.9%
Q4 2020$259,000
+5.3%
6,0000.0%0.06%
-9.7%
Q3 2020$246,000
+2.9%
6,0000.0%0.06%
-1.6%
Q2 2020$239,000
+8.6%
6,0000.0%0.06%
-11.3%
Q1 2020$220,000
-8.7%
6,0000.0%0.07%
+18.3%
Q4 2019$241,0006,0000.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Thrive Capital Management, LLC 190,477$8,661,0005.64%
Compass Ion Advisors, LLC 323,609$14,715,0004.73%
Weaver Consulting Group 181,467$8,251,0003.97%
TIEDEMANN ADVISORS, LLC 1,517,044$68,990,0003.36%
Investment Advisory Group, LLC 107,389$4,702,0003.01%
FURE FINANCIAL CORP 76,058$3,458,0002.40%
Beacon Financial Advisory LLC 104,542$4,754,0002.20%
Weitzel Financial Services, Inc. 65,876$2,995,381,0001.81%
RESTON WEALTH MANAGEMENT LLC 52,151$2,371,0001.15%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 71,417$3,247,0001.11%
View complete list of ISHARES TR shareholders