Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 71 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.28 and the average weighting 0.1%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$35,238
-6.9%
6350.0%0.01%0.0%
Q2 2023$37,869
-3.7%
6350.0%0.01%
-14.3%
Q1 2023$39,331
+9.1%
6350.0%0.01%0.0%
Q4 2022$36,058
+16.3%
635
+1.6%
0.01%0.0%
Q3 2022$31,000
-20.5%
6250.0%0.01%
-12.5%
Q2 2022$39,000
-9.3%
6250.0%0.01%0.0%
Q1 2022$43,000
-10.4%
6250.0%0.01%
-11.1%
Q4 2021$48,000
-2.0%
6250.0%0.01%
-10.0%
Q3 2021$49,000
-14.0%
6250.0%0.01%
-16.7%
Q2 2021$57,000
-1.7%
6250.0%0.01%0.0%
Q1 2021$58,000
-46.3%
625
-50.0%
0.01%0.0%
Q4 2020$108,000
+140.0%
1,250
+100.0%
0.01%0.0%
Q3 2020$45,000
+9.8%
6250.0%0.01%
-7.7%
Q2 2020$41,000
+17.1%
6250.0%0.01%
-7.1%
Q1 2020$35,000
-14.6%
6250.0%0.01%
-12.5%
Q4 2019$41,000
+10.8%
6250.0%0.02%
+6.7%
Q3 2019$37,000
-2.6%
6250.0%0.02%0.0%
Q2 2019$38,0000.0%6250.0%0.02%
-11.8%
Q1 2019$38,000
+8.6%
6250.0%0.02%
-10.5%
Q4 2018$35,000
-10.3%
6250.0%0.02%
+5.6%
Q3 2018$39,0000.0%6250.0%0.02%
-5.3%
Q2 2018$39,000
-9.3%
6250.0%0.02%
-29.6%
Q1 2018$43,0006250.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
RiverFront Investment Group, LLC 456,360$22,808,0000.64%
Telos Capital Management, Inc. 18,703$935,0000.55%
EXENCIAL WEALTH ADVISORS, LLC 15,865$858,0000.36%
Independent Portfolio Consultants, Inc. 24,755$1,237,0000.25%
Texas Yale Capital Corp. 44,015$2,200,0000.18%
ASSETMARK, INC 144,724$7,233,0000.15%
West Oak Capital, LLC 2,685$134,196,0000.10%
1st Global Advisors, Inc. 10,419$521,0000.08%
ARGI Investment Services, LLC 9,227$461,0000.05%
BB&T SECURITIES, LLC 24,145$12,067,0000.03%
View complete list of ISHARES TR shareholders