Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 139 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$338,528
-4.3%
5,3320.0%0.03%0.0%
Q2 2023$353,725
+5.4%
5,332
+1.0%
0.03%
-3.0%
Q1 2023$335,692
+7.6%
5,279
-6.1%
0.03%
-5.7%
Q3 2022$312,000
-7.4%
5,624
+0.1%
0.04%
-5.4%
Q2 2022$337,000
-12.9%
5,621
+0.0%
0.04%
-2.6%
Q1 2022$387,000
-6.1%
5,620
-0.2%
0.04%
-2.6%
Q4 2021$412,000
+4.8%
5,632
+0.1%
0.04%
-7.1%
Q3 2021$393,000
-3.9%
5,624
-2.9%
0.04%
-2.3%
Q2 2021$409,000
+5.7%
5,790
+0.0%
0.04%
-6.5%
Q1 2021$387,000
-39.0%
5,789
-41.4%
0.05%
-42.5%
Q4 2020$634,000
-25.0%
9,882
-32.2%
0.08%
-36.0%
Q3 2020$845,000
+0.6%
14,574
-4.8%
0.12%
-8.1%
Q2 2020$840,000
+1.7%
15,308
-12.0%
0.14%
-14.5%
Q1 2020$826,000
-26.9%
17,404
-10.7%
0.16%
-13.1%
Q4 2019$1,130,000
+10.8%
19,485
+4.9%
0.18%
+1.7%
Q3 2019$1,020,000
+21.9%
18,575
+22.8%
0.18%
+20.0%
Q2 2019$837,000
-31.2%
15,127
+0.1%
0.15%
+1.4%
Q1 2019$1,217,000
+36.9%
15,106
-17.4%
0.15%
-22.1%
Q4 2018$889,000
-91.0%
18,280
-96.6%
0.19%
+53.2%
Q3 2018$9,888,000
-47.8%
531,282
-47.4%
0.12%
-42.1%
Q2 2018$18,960,000
+2772.7%
1,009,610
+7938.9%
0.21%
+69.8%
Q1 2018$660,000
+17.6%
12,559
+23.3%
0.13%
+20.0%
Q4 2017$561,000
+4.3%
10,186
+1.6%
0.10%
-5.4%
Q3 2017$538,000
+11.2%
10,028
+6.5%
0.11%
+1.8%
Q2 2017$484,000
+10.0%
9,412
+5.8%
0.11%0.0%
Q1 2017$440,0008,8920.11%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Arden Trust Co 266,687$15,934,5523.24%
Fort Henry Capital, LLC 48,212$2,880,6672.61%
Consilium Wealth Advisory, LLC 47,675$2,848,5812.43%
Archvest Wealth Advisors, Inc. 39,579$2,364,8562.34%
Allen Capital Group, LLC 39,579$2,364,8562.34%
NORTHWEST WEALTH MANAGEMENT, LLC 84,847$5,069,5792.17%
UNIQUE WEALTH, LLC 63,361$3,785,8012.02%
PATTON ALBERTSON MILLER GROUP, LLC 111,334$6,652,1911.22%
Weaver Consulting Group 38,014$2,271,3211.16%
Legacy Financial Group LLC 64,684$3,864,8961.16%
View complete list of ISHARES TR shareholders