Efficient Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Efficient Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$201,747
-11.5%
5,308
-9.1%
0.02%
+10.5%
Q2 2022$228,000
-32.5%
5,842
-25.7%
0.02%
-26.9%
Q1 2022$338,000
-15.7%
7,867
-10.7%
0.03%
-7.1%
Q4 2021$401,000
-12.6%
8,809
-14.2%
0.03%
-36.4%
Q3 2021$459,000
-15.5%
10,262
-14.9%
0.04%
-34.3%
Q2 2021$543,000
-13.9%
12,057
-16.8%
0.07%
-23.0%
Q1 2021$631,000
-19.1%
14,486
-19.7%
0.09%
-26.9%
Q4 2020$780,000
+1.0%
18,051
-4.0%
0.12%
-16.2%
Q3 2020$772,000
+11.2%
18,795
+8.0%
0.14%
+10.9%
Q2 2020$694,000
+1.3%
17,395
-6.7%
0.13%
-10.5%
Q1 2020$685,000
-6.3%
18,641
+2.4%
0.14%
+12.6%
Q4 2019$731,000
-3.7%
18,204
-5.7%
0.13%
-8.6%
Q3 2019$759,000
-8.9%
19,306
-9.6%
0.14%
-4.1%
Q2 2019$833,000
+1.6%
21,352
-0.9%
0.14%
+1.4%
Q1 2019$820,000
+11.1%
21,554
+4.3%
0.14%
+4.4%
Q4 2018$738,000
-10.7%
20,675
-5.1%
0.14%
-2.8%
Q3 2018$826,000
-1.0%
21,790
-2.0%
0.14%
-0.7%
Q2 2018$834,000
+0.2%
22,228
+1.0%
0.14%
+1.4%
Q1 2018$832,000
-8.3%
22,018
-7.6%
0.14%
-7.3%
Q4 2017$907,000
-2.4%
23,841
-2.6%
0.15%
-5.6%
Q3 2017$929,000
-3.2%
24,470
-5.0%
0.16%
+13.5%
Q2 2017$960,000
-1.8%
25,746
-4.3%
0.14%
+2.9%
Q1 2017$978,000
+7.0%
26,916
+3.7%
0.14%
+4.6%
Q4 2016$914,000
-2.5%
25,946
-0.0%
0.13%
-5.1%
Q3 2016$937,000
+1.3%
25,951
-0.9%
0.14%
-6.1%
Q2 2016$925,000
+6.0%
26,199
+4.5%
0.15%
-6.4%
Q1 2016$873,000
+2.7%
25,074
+0.5%
0.16%
-15.1%
Q4 2015$850,000
+2.4%
24,955
+1.7%
0.18%
-0.5%
Q3 2015$830,000
-3.5%
24,526
+0.5%
0.19%
+3.3%
Q2 2015$860,000
-0.9%
24,407
+0.2%
0.18%
-2.7%
Q1 2015$868,000
-0.2%
24,367
-1.5%
0.18%
-7.0%
Q4 2014$870,000
-0.9%
24,738
-1.6%
0.20%
-2.0%
Q3 2014$878,000
-2.1%
25,147
+0.1%
0.20%
-1.0%
Q2 2014$897,000
+4.3%
25,112
+1.6%
0.20%
-1.4%
Q1 2014$860,000
-6.2%
24,706
-7.5%
0.21%
-6.3%
Q4 2013$917,000
+6.4%
26,720
+3.4%
0.22%
+0.5%
Q3 2013$862,000
+7.8%
25,852
+4.7%
0.22%
-0.9%
Q2 2013$800,00024,7020.22%
Other shareholders
ISHARES TR shareholders Q1 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