Compass Ion Advisors, 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
Compass Ion Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$318,000
-97.8%
7,389
-97.7%
0.10%
-97.9%
Q4 2021$14,715,000
+1867.2%
323,609
+1836.4%
4.73%
+1659.5%
Q3 2021$748,000
+9.4%
16,712
+10.1%
0.27%
+1.1%
Q2 2021$684,000
-21.9%
15,184
-24.5%
0.27%
-26.1%
Q1 2021$876,000
-7.2%
20,111
-8.0%
0.36%
-1.4%
Q4 2020$944,000
+2.8%
21,863
-2.2%
0.36%
-37.4%
Q3 2020$918,000
-44.4%
22,365
-46.0%
0.58%
-60.4%
Q2 2020$1,652,000
-14.4%
41,441
-21.2%
1.47%
-15.3%
Q1 2020$1,931,000
-96.2%
52,567
-95.9%
1.74%
-93.4%
Q4 2019$51,019,0001,271,33626.33%
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