M Holdings Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,313
+3.9%
32,934
-1.0%
0.14%
+2.3%
Q4 2022$1,264
-99.9%
33,254
-1.3%
0.13%
-2.2%
Q3 2022$1,233,000
-7.4%
33,679
-1.5%
0.14%
+0.7%
Q2 2022$1,332,000
-7.8%
34,183
+1.7%
0.14%
+23.9%
Q1 2022$1,444,000
+5.6%
33,596
+10.7%
0.11%
-18.7%
Q2 2021$1,368,000
+5.1%
30,361
+1.6%
0.13%
+12.6%
Q1 2021$1,302,000
-2.4%
29,886
-3.2%
0.12%
-30.0%
Q4 2020$1,334,000
+4.0%
30,884
-1.2%
0.17%
-17.1%
Q3 2020$1,283,000
+0.9%
31,246
-2.0%
0.20%
-10.1%
Q2 2020$1,272,000
+8.5%
31,8960.0%0.23%
+31.8%
Q1 2020$1,172,000
-12.0%
31,896
-3.9%
0.17%
-55.5%
Q4 2019$1,332,000
+2.6%
33,182
+0.5%
0.39%
-2.3%
Q3 2019$1,298,000
-1.4%
33,026
-2.1%
0.40%
-10.6%
Q2 2019$1,316,000
+0.2%
33,726
-2.2%
0.44%
+46.4%
Q1 2019$1,313,000
+1.0%
34,490
-5.4%
0.30%
-24.6%
Q4 2018$1,300,000
-14.4%
36,441
-9.0%
0.40%
+1.3%
Q3 2018$1,518,000
-2.9%
40,056
-3.8%
0.40%
-7.4%
Q2 2018$1,563,000
-0.6%
41,636
-0.1%
0.43%
-10.4%
Q1 2018$1,573,000
-45.3%
41,657
-49.7%
0.48%
+10.9%
Q4 2017$2,877,000
+81.5%
82,850
+98.5%
0.43%
-13.4%
Q3 2017$1,585,000
+1.7%
41,740
-0.1%
0.50%
-6.0%
Q2 2017$1,558,000
+32.5%
41,802
+29.2%
0.53%
+17.4%
Q1 2017$1,176,000
+2.9%
32,365
-0.2%
0.45%
+14.4%
Q4 2016$1,143,000
-1.0%
32,435
+1.4%
0.40%
-24.7%
Q3 2016$1,155,000
+5.9%
31,991
+3.5%
0.53%
-5.7%
Q2 2016$1,091,000
-1.8%
30,913
-3.1%
0.56%
-17.9%
Q1 2016$1,111,000
-5.4%
31,915
-7.5%
0.68%
-13.5%
Q4 2015$1,175,00034,5110.79%
Other shareholders
ISHARES TR shareholders Q1 2023
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