Archford Capital Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 89 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Archford Capital Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$415,539
-0.1%
10,674
+4.3%
0.08%
+5.1%
Q2 2023$415,992
+3.8%
10,231
+1.7%
0.08%
-6.0%
Q1 2023$400,748
+5.4%
10,064
+0.6%
0.08%
-3.4%
Q4 2022$380,176
+3.0%
10,002
-0.7%
0.09%
-8.4%
Q3 2022$369,000
-9.3%
10,071
-3.7%
0.10%
-6.9%
Q2 2022$407,000
-11.5%
10,454
-3.2%
0.10%
-1.0%
Q1 2022$460,000
-19.6%
10,796
-14.1%
0.10%
-21.4%
Q4 2021$572,000
+0.4%
12,574
-1.3%
0.13%
-2.2%
Q3 2021$570,000
-8.2%
12,736
-7.6%
0.13%
-14.1%
Q2 2021$621,000
+3.7%
13,789
+2.4%
0.16%
-1.9%
Q1 2021$599,000
+6.0%
13,466
+3.7%
0.16%
+22.3%
Q4 2020$565,000
+14.6%
12,985
+8.2%
0.13%
-1.5%
Q3 2020$493,000
-4.1%
12,004
-6.9%
0.13%
-13.7%
Q2 2020$514,000
+7.8%
12,893
-0.7%
0.15%
-17.7%
Q1 2020$477,000
-13.6%
12,982
-5.7%
0.19%
-2.1%
Q4 2019$552,000
-6.1%
13,763
-8.1%
0.19%
-13.2%
Q3 2019$588,000
+12.2%
14,974
+11.5%
0.22%
+14.7%
Q2 2019$524,000
+1.0%
13,435
-1.4%
0.19%0.0%
Q1 2019$519,000
+9.0%
13,626
+2.2%
0.19%0.0%
Q4 2018$476,000
-24.7%
13,337
-20.0%
0.19%
-17.0%
Q3 2018$632,000
-2.8%
16,671
-3.8%
0.23%
+0.4%
Q2 2018$650,000
-19.3%
17,332
-16.6%
0.23%
-31.6%
Q1 2018$805,000
+6.8%
20,781
+4.8%
0.34%
+19.2%
Q4 2017$754,000
-2.1%
19,834
-2.2%
0.28%
-2.8%
Q3 2017$770,000
+7.1%
20,275
+5.1%
0.29%
+1.8%
Q2 2017$719,000
+25.0%
19,291
+21.9%
0.28%
+30.9%
Q1 2017$575,000
+21.3%
15,831
+17.6%
0.22%
+8.5%
Q4 2016$474,000
+8.2%
13,458
+10.7%
0.20%
+10.5%
Q3 2016$438,000
+25.5%
12,159
+22.9%
0.18%
-1.6%
Q2 2016$349,000
-99.9%
9,896
+19.8%
0.18%
+37.3%
Q1 2016$285,791,000
+118485.5%
8,261
+16.9%
0.13%
+21.8%
Q4 2015$241,000
-2.4%
7,067
-3.2%
0.11%
-40.5%
Q3 2015$247,000
-23.1%
7,303
-19.9%
0.18%
-19.2%
Q2 2015$321,000
-99.9%
9,118
-1.8%
0.23%
+0.4%
Q1 2015$330,846,000
+109815.6%
9,283
+8.5%
0.23%
+3.2%
Q4 2014$301,000
+17.6%
8,552
+16.7%
0.22%
+8.9%
Q3 2014$256,000
-99.9%
7,329
+14.8%
0.20%
+15.3%
Q2 2014$227,965,000
+43.1%
6,382
+39.5%
0.18%
+32.3%
Q1 2014$159,267,0004,5740.13%
Other shareholders
ISHARES TR shareholders Q4 2016
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