Pacific Center for Financial Services - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 182 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Pacific Center for Financial Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$92,738
-3.2%
2,382
+0.5%
0.03%
+3.2%
Q2 2023$95,780
+1.7%
2,370
+0.3%
0.03%
-3.1%
Q1 2023$94,169
+9.5%
2,362
+0.8%
0.03%
-5.9%
Q3 2022$86,000
-5.5%
2,343
+0.5%
0.03%
-10.5%
Q2 2022$91,000
-9.0%
2,332
+0.2%
0.04%
+5.6%
Q1 2022$100,000
-5.7%
2,3270.0%0.04%
-16.3%
Q4 2021$106,000
+2.9%
2,327
+0.6%
0.04%
-4.4%
Q3 2021$103,000
-1.0%
2,313
+0.3%
0.04%0.0%
Q2 2021$104,000
+4.0%
2,307
+0.2%
0.04%
-6.2%
Q1 2021$100,000
+1.0%
2,303
+0.4%
0.05%
+29.7%
Q4 2020$99,000
+5.3%
2,294
+0.3%
0.04%
-5.1%
Q3 2020$94,000
+3.3%
2,288
+0.4%
0.04%
-13.3%
Q2 2020$91,000
+9.6%
2,278
+0.4%
0.04%
-15.1%
Q1 2020$83,000
+38.3%
2,270
+52.2%
0.05%
+103.8%
Q4 2019$60,000
+1.7%
1,4910.0%0.03%
-10.3%
Q3 2019$59,000
-16.9%
1,491
-17.9%
0.03%
-19.4%
Q2 2019$71,000
-52.0%
1,815
-53.3%
0.04%
-55.0%
Q1 2019$148,0000.0%3,885
-6.5%
0.08%0.0%
Q4 2018$148,000
-33.0%
4,156
-28.8%
0.08%
-25.9%
Q3 2018$221,000
+0.9%
5,8350.0%0.11%
-16.3%
Q2 2018$219,000
-0.5%
5,8350.0%0.13%
-3.7%
Q1 2018$220,000
-0.9%
5,8350.0%0.13%
-1.5%
Q4 2017$222,0000.0%5,8350.0%0.14%
-4.2%
Q3 2017$222,000
-8.6%
5,835
-10.4%
0.14%
-12.9%
Q2 2017$243,000
-6.9%
6,510
-9.3%
0.16%
-10.9%
Q1 2017$261,000
+3.2%
7,1810.0%0.18%
-4.7%
Q4 2016$253,0007,1810.19%
Other shareholders
ISHARES TR shareholders Q3 2020
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