IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 127 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$613,926
-52.2%
15,770
-52.0%
0.03%0.0%
Q2 2023$1,283,571
+166.8%
32,844
+157.7%
0.03%
+33.3%
Q1 2023$481,125
+84754.5%
12,745
-14.5%
0.02%
+40.0%
Q4 2022$567
-99.9%
14,910
-4.6%
0.02%
-6.2%
Q3 2022$595,000
+12.9%
15,624
+12.5%
0.02%
-5.9%
Q2 2022$527,000
-45.7%
13,885
-45.6%
0.02%
+41.7%
Q1 2022$970,000
+85.1%
25,520
+122.0%
0.01%
+20.0%
Q4 2021$524,000
+22.7%
11,494
+20.7%
0.01%
+11.1%
Q3 2021$427,000
-43.2%
9,522
-43.0%
0.01%
-43.8%
Q2 2021$752,000
+112.4%
16,707
+105.2%
0.02%
+128.6%
Q1 2021$354,000
+24.2%
8,140
+22.7%
0.01%
-41.7%
Q4 2020$285,000
+14.5%
6,633
+9.6%
0.01%
-20.0%
Q3 2020$249,000
+13.7%
6,054
+9.9%
0.02%
-11.8%
Q2 2020$219,000
+57.6%
5,511
+48.1%
0.02%
+21.4%
Q1 2020$139,000
+1.5%
3,722
+7.7%
0.01%
+40.0%
Q4 2019$137,000
-24.7%
3,456
-25.6%
0.01%
-16.7%
Q3 2019$182,000
+13.0%
4,648
+11.0%
0.01%
-45.5%
Q1 2019$161,000
-53.5%
4,187
-56.9%
0.02%
+4.8%
Q4 2018$346,000
-29.7%
9,720
-25.2%
0.02%
+5.0%
Q3 2018$492,000
+2.1%
12,989
+1.2%
0.02%0.0%
Q2 2018$482,000
-8.9%
12,837
-7.7%
0.02%
-16.7%
Q1 2018$529,0000.0%13,9150.0%0.02%0.0%
Q4 2017$529,000
-21.4%
13,915
-21.5%
0.02%
-11.1%
Q3 2017$673,000
+3.7%
17,724
+1.8%
0.03%
-3.6%
Q2 2017$649,000
+7.8%
17,415
+5.1%
0.03%
+7.7%
Q1 2017$602,000
+12.1%
16,563
+8.8%
0.03%0.0%
Q4 2016$537,000
+10.3%
15,230
+12.9%
0.03%
+4.0%
Q3 2016$487,000
+4.3%
13,488
+1.9%
0.02%
-3.8%
Q2 2016$467,000
+190.1%
13,241
+216.2%
0.03%
+18.2%
Q1 2016$161,000
-57.6%
4,187
-62.4%
0.02%
-15.4%
Q4 2015$380,00011,1470.03%
Other shareholders
ISHARES TR shareholders Q2 2018
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