JNBA Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$47,300
+20.2%
1,215
+24.7%
0.01%
+20.0%
Q2 2023$39,360
-38.4%
974
-39.3%
0.01%
-37.5%
Q1 2023$63,936
+37.5%
1,604
+31.2%
0.01%
+33.3%
Q4 2022$46,486
+8.1%
1,223
+4.3%
0.01%
-14.3%
Q3 2022$43,000
-2.3%
1,173
+3.4%
0.01%0.0%
Q2 2022$44,000
-8.3%
1,134
+1.7%
0.01%
+16.7%
Q1 2022$48,000
-4.0%
1,115
+0.9%
0.01%0.0%
Q4 2021$50,000
+4.2%
1,105
+2.5%
0.01%0.0%
Q3 2021$48,000
+9.1%
1,078
+9.2%
0.01%0.0%
Q2 2021$44,000
+2.3%
987
-1.1%
0.01%0.0%
Q1 2021$43,000
+10.3%
998
+9.4%
0.01%0.0%
Q4 2020$39,000
-53.0%
912
-55.1%
0.01%
-64.7%
Q3 2020$83,000
-3.5%
2,031
-5.8%
0.02%
-5.6%
Q2 2020$86,000
+152.9%
2,156
+133.3%
0.02%
+125.0%
Q1 2020$34,000
-84.8%
924
-83.4%
0.01%
-81.4%
Q4 2019$223,000
-6.7%
5,550
-8.9%
0.04%
-12.2%
Q3 2019$239,000
-8.1%
6,091
-8.5%
0.05%
-7.5%
Q2 2019$260,000
-1.9%
6,656
-4.4%
0.05%
-7.0%
Q1 2019$265,000
+546.3%
6,963
+507.1%
0.06%
+533.3%
Q4 2018$41,000
-21.2%
1,147
-16.9%
0.01%
-18.2%
Q2 2018$52,000
+10.6%
1,381
+10.7%
0.01%
+10.0%
Q1 2018$47,000
+11.9%
1,248
+13.1%
0.01%
+11.1%
Q4 2017$42,000
-2.3%
1,103
-2.2%
0.01%
-10.0%
Q3 2017$43,000
+13.2%
1,128
+12.0%
0.01%
+11.1%
Q2 2017$38,000
-37.7%
1,007
-40.4%
0.01%
-35.7%
Q1 2017$61,000
+117.9%
1,689
+113.3%
0.01%
+100.0%
Q4 2016$28,0007920.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Thrive Capital Management, LLC 162,262$6,972,0004.21%
Weaver Consulting Group 178,010$7,649,0003.71%
TIEDEMANN ADVISORS, LLC 1,530,555$65,766,0003.34%
Investment Advisory Group, LLC 108,788$4,677,0002.84%
Weitzel Financial Services, Inc. 82,420$3,541,587,0002.26%
Beacon Financial Advisory LLC 83,204$3,575,0001.71%
Sweet Financial Partners, LLC 131,235$5,639,0001.51%
RESTON WEALTH MANAGEMENT LLC 52,372$2,250,0001.15%
Fort Henry Capital, LLC 26,960$1,158,0001.00%
WIN ADVISORS, INC 68,996$2,965,0000.78%
View complete list of ISHARES TR shareholders