Wealthquest Corp - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 65 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$248,0000.0%5,4550.0%0.04%0.0%
Q4 2021$248,000
-30.1%
5,455
-31.4%
0.04%
-36.7%
Q3 2021$355,000
-4.1%
7,951
-3.4%
0.06%
-4.8%
Q2 2021$370,000
-0.5%
8,230
-3.8%
0.06%
-10.0%
Q1 2021$372,000
+27.0%
8,556
+25.8%
0.07%
+11.1%
Q4 2020$293,000
+0.7%
6,802
-4.1%
0.06%
-12.5%
Q3 2020$291,000
-8.5%
7,091
-11.3%
0.07%
-11.1%
Q2 2020$318,000
+7.8%
7,995
+8.4%
0.08%
-3.6%
Q4 2019$295,000
+2.1%
7,376
-0.1%
0.08%
-13.4%
Q3 2019$289,000
-2.7%
7,381
-3.2%
0.10%
-13.4%
Q2 2019$297,000
+2.8%
7,622
+0.0%
0.11%
+2.8%
Q1 2019$289,000
+15.1%
7,619
+8.0%
0.11%
+5.8%
Q4 2018$251,000
+1.6%
7,057
-3.4%
0.10%
-77.0%
Q3 2015$247,000
-19.8%
7,304
-16.4%
0.45%
-0.9%
Q2 2015$308,000
-2.2%
8,733
-1.3%
0.45%
-0.7%
Q1 2015$315,0000.0%8,850
-1.1%
0.45%
+41.0%
Q4 2014$315,0008,9510.32%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 1,379,666$49,185,00010.23%
Well Done, LLC 59,746$9,358,0003.37%
Madrona Financial Services, LLC 61,467$2,218,0002.36%
Tiedemann Wealth Management Holdings, LLC 21,781$786,0001.95%
Madden Advisory Services, Inc. 73,718$2,660,0001.63%
PATTON ALBERTSON MILLER GROUP, LLC 39,976$1,443,0000.64%
Waverly Advisors, LLC 40,448$1,460,0000.61%
Darwin Wealth Management, LLC 20,473$739,0000.57%
Boston Standard Wealth Management, LLC 19,332$698,000,0000.56%
M Holdings Securities, Inc. 31,991$1,155,0000.53%
View complete list of ISHARES TR shareholders