Boston Standard Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 158 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Boston Standard Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$234,000,000
-6.0%
6,028
-7.8%
0.11%
-12.3%
Q1 2019$249,000,000
+8.3%
6,540
+1.3%
0.13%
-5.1%
Q4 2018$230,000,000
-34.7%
6,454
-31.0%
0.14%
-28.3%
Q3 2018$352,000,000
-19.5%
9,354
-19.1%
0.19%
-30.0%
Q1 2018$437,000,000
+3.1%
11,557
+3.8%
0.27%
+1.1%
Q4 2017$424,000,000
-22.9%
11,137
-23.1%
0.27%
-26.6%
Q3 2017$550,000,000
+33.2%
14,485
+30.2%
0.37%
+28.2%
Q2 2017$413,000,000
-2.6%
11,127
-4.6%
0.29%
-11.7%
Q1 2017$424,000,000
-18.6%
11,659
-21.2%
0.32%
-21.3%
Q4 2016$521,000,000
-25.4%
14,789
-23.5%
0.41%
-26.8%
Q3 2016$698,000,000
+3.1%
19,332
+0.7%
0.56%
-4.2%
Q2 2016$677,000,000
+1.7%
19,189
+0.4%
0.59%
-3.6%
Q1 2016$666,000,000
+7.4%
19,115
+5.3%
0.61%
-0.2%
Q4 2015$620,000,000
+2.0%
18,155
+0.5%
0.61%
+1.0%
Q3 2015$608,000,000
-5.4%
18,073
-1.0%
0.61%
+0.8%
Q2 2015$643,000,000
+5.1%
18,250
+7.0%
0.60%
+5.3%
Q1 2015$612,000,000
+24.6%
17,052
+21.3%
0.57%
+17.7%
Q4 2014$491,000,00014,0520.48%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Weaver Consulting Group 183,632$8,216,0004.46%
Thrive Capital Management, LLC 125,395$5,610,0004.14%
TIEDEMANN ADVISORS, LLC 1,540,276$68,912,0003.67%
RiverTree Advisors, LLC 86,580$3,874,0002.64%
Beacon Financial Advisory LLC 107,340$4,802,0002.50%
FURE FINANCIAL CORP 74,239$3,321,0002.32%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 100,864$4,513,0001.65%
Weitzel Financial Services, Inc. 54,579$2,447,322,0001.59%
Fort Henry Capital, LLC 29,160$1,305,0001.15%
Madrona Financial Services, LLC 53,889$2,411,0001.14%
View complete list of ISHARES TR shareholders