Polaris Wealth Advisory Group, LLC - 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
Polaris Wealth Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$202,000
-26.0%
4,438
-27.2%
0.01%
-25.0%
Q3 2021$273,000
-3.9%
6,098
-3.3%
0.02%
-5.9%
Q2 2021$284,000
-5.3%
6,308
-7.4%
0.02%
-10.5%
Q1 2021$300,000
+1.4%
6,809
+0.0%
0.02%
-13.6%
Q4 2020$296,000
+32.7%
6,807
+25.2%
0.02%
+4.8%
Q3 2020$223,000
-12.9%
5,437
-15.0%
0.02%
+5.0%
Q2 2020$256,000
+13.8%
6,393
+15.7%
0.02%
+33.3%
Q4 2019$225,000
+9.2%
5,526
+3.7%
0.02%
-11.8%
Q3 2019$206,000
-9.3%
5,327
-7.8%
0.02%0.0%
Q2 2019$227,000
-76.5%
5,780
-77.1%
0.02%
-76.4%
Q1 2019$965,000
-9.1%
25,294
-15.0%
0.07%
-28.0%
Q4 2018$1,062,000
+423.2%
29,759
+454.2%
0.10%
+614.3%
Q3 2018$203,000
-5.6%
5,370
-5.6%
0.01%
-22.2%
Q2 2018$215,0000.0%5,6870.0%0.02%0.0%
Q1 2018$215,000
+5.9%
5,687
+6.6%
0.02%
+5.9%
Q4 2017$203,000
-11.4%
5,334
-11.6%
0.02%
-15.0%
Q3 2017$229,000
+3.6%
6,031
-4.0%
0.02%
-23.1%
Q4 2016$221,000
+0.5%
6,284
+3.0%
0.03%0.0%
Q3 2016$220,000
-10.2%
6,102
-12.0%
0.03%
-31.6%
Q2 2016$245,000
-2.4%
6,937
-3.7%
0.04%
-2.6%
Q1 2016$251,000
-20.6%
7,204
-22.5%
0.04%
-23.5%
Q4 2015$316,000
-4.8%
9,292
-5.2%
0.05%
-25.0%
Q3 2015$332,000
-18.2%
9,806
-14.8%
0.07%
-16.0%
Q2 2015$406,000
+241.2%
11,507
+237.3%
0.08%
+189.3%
Q1 2014$119,000
+101.7%
3,411
+98.1%
0.03%
+86.7%
Q4 2013$59,000
-99.9%
1,722
-26.0%
0.02%
-37.5%
Q3 2013$77,549,000
+3.0%
2,3260.0%0.02%
-20.0%
Q2 2013$75,316,0002,3260.03%
Other shareholders
ISHARES TR shareholders Q4 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