Wealthquest Corp - 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
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 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